DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
Western Asset Management
unclassifiedCA
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
4 allocators
- Plumbers & Pipefitters Local No 189 Pension Plan Investment adviser (plan)through Mar 31, 2025 Form 5500
- LEE Enterprises, Incorporated Pension Plan Investment adviser (plan)through Dec 28, 2023 Form 5500
- Pacificorp/ibew Local 57 Retirement Trust Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
- Ibew Local 269 Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
2 allocators
- Plumbers and Steamfitters Local 396 Pension Fund Custodianthrough Jun 30, 2023
- Ibew Local 683 Pension Fund Pension Plan Custodianthrough Dec 31, 2022
Schedule C rows
66 rows, $15.1M direct compensation as filed
What changed
- Sutter Health Retirement Plan no longer reports Opport. Structured Sec. Portfolio (Western Asset Management) (last held $6M at 2023-12-31; absent from the 2024-12-31 filing)with Western Asset Managementaskebsa.dol.gov
- Sutter Health Retirement Plan no longer reports CF Wa Floating Rate High Income Fd (Western Asset Management) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)with Western Asset Managementaskebsa.dol.gov
- Nextera Energy, Inc. Employee Pension Plan no longer reports CF Wa Floating Rate High Income Fd (Western Asset Management) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)with Western Asset Managementaskebsa.dol.gov
- Western Asset Management Company no longer appears on Thomson Reuters Group Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Managementaskebsa.dol.gov
- Western Asset Management Co no longer appears on Detroit Medical Center Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Managementaskebsa.dol.gov
- Western Asset Management Co. appears on Plumbers & Pipefitters Local No 189 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Western Asset Managementaskebsa.dol.gov
- Western Asset Management Co. no longer appears on Syensqo USA Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Managementaskebsa.dol.gov
- Western Asset Management no longer appears on Sheet Metal Workers Local No. 292 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceIngevity Corporation Retirement Plan for Bargained Hourly EmployeesWestern Asset Mgmt Co, LLC no longer appears on Ingevity Corporation Retirement Plan for Bargained Hourly Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Managementaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSign, Pictorial and Display Union Local No. 591 Afl-Cio Pension FundWestern Asset Management no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Managementaskebsa.dol.gov
- Dec 31, 2023Holding endedinferenceDirectors Guild of America-Producer Pension Plan Basic Benefit PlanDirectors Guild of America-Producer Pension Plan Basic Benefit Plan no longer reports CF Wa Floating Rate High Income Fd (Western Asset Management) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)with Western Asset Managementaskebsa.dol.gov
- Western Asset Management no longer appears on LEE Enterprises, Incorporated Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Western Asset Managementaskebsa.dol.gov
- Western Asset Management Company appears on Plumbers and Steamfitters Local 396 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Western Asset Managementaskebsa.dol.gov
- Western Asset Management Co. appears on Syensqo USA Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Western Asset Managementaskebsa.dol.gov
- Western Asset Management no longer appears on Consolidated Edison Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Western Asset Managementaskebsa.dol.gov
- Western Asset Management Inc appears on The Bank of New York Mellon Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Western Asset Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedIngevity Corporation Retirement Plan for Bargained Hourly EmployeesWestern Asset Mgmt Co, LLC appears on Ingevity Corporation Retirement Plan for Bargained Hourly Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Western Asset Managementaskebsa.dol.gov