Western Unite Here and Employers Pension Fund
Taft-Hartley plan, based in SAN Francisco, California, reporting $3.7B in assets, for 71,253 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. No dated change on record yet.
8 more advisers, 7 more managers and 11 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Alcentra European Credit Opp Fd II1 commitment
- Hardman Johnston Int'l Equity Group1 commitment
- Alcentra Multi-Strategy European Cr1 commitment
- Alcentra Ltd3 commitments
- State Street Global Advisors Trust2 commitments
- Hardman Johnston Global Advisors1 commitment
Relationship network
84 connected entities14 observed commitments3 repeat counterpartiescommitments 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesTaft-Hartley planShowHide
Allocation policy
- Interest-bearing cash 0.8%
- Non-interest-bearing cash 0.4%
- Other investments 17.1%
- 103-12 investment entities 8.1%
- Common/collective trusts 40.1%
- Pooled separate accounts 1.1%
- Registered investment companies 25.4%
- Common stock 2.1%
- Real estate (other than employer real property) 3.9%
Consultants and advisers
- Miller Kaplan Arase LLP General consultantthrough Dec 31, 2024 Form 5500
- ORG Portfolio Management, LLC General consultantthrough Dec 31, 2024 Form 5500
- Leanne Bough General consultantthrough Dec 31, 2024 Form 5500
+8 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Alcentra Ltd3 rows, latest Dec 31, 2024
- State Street Global Advisors Trust2 rows, latest Dec 31, 2024
- Hardman Johnston Global Advisors1 row, latest Dec 31, 2024
+7 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
- Alcentra Ltdplan years
- Hardman Johnston Global Advisorsplan years
- Western Asset Mgmt Company, LLCplan years 2024
+11 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Alcentra European Credit Opp Fd II103 12 ie | Alcentra Ltd | Private credit | $8.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Hardman Johnston Int'l Equity Group103 12 ie | Hardman Johnston Global Advisors | Public equity | $111M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Alcentra Multi-Strategy European Cr103 12 ie | Alcentra Ltd | Hedge / diversifiers | $1.7M held | Disclosed holding | askebsa.dol.gov |
+11 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 71,253 | Not disclosed | Not disclosed | n/a | $3.7B | Not disclosed | Not disclosed | $143M |
- Zenith American Solutions codes 13 $3.2M PY2024
- Bensys Adminstrators codes 13 $1.5M PY2024
- Seyfarth & Shaw, LLP codes 29 $1.5M PY2024
+59 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Western Unite Here and Employers Pension Fund sits on 25 traced paths of capital across the graphs.
DFX traced 25 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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›Connections
every published relationship on the graph
+27 connections on the graph
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