DFX Intelligence

1 more advisory client, 63 more Schedule C rows and 12 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Western Asset Management

unclassified· CA

unclassified

1 more advisory client, 63 more Schedule C rows and 12 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

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

+1 more advisory client

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

2 allocators

66 rows, $15.1M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
The Citigroup Pension Plan	2024	28 50 51	NONE	$1.4M
The Bank of New York Mellon Corporation Pension Plan	2024	28 50 51	NONE	$487,557
Nextera Energy, Inc. Employee Pension Plan	2024	28 51	NONE	$294,537

+63 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Dec 31, 2024Holding endedinferenceSutter Health Retirement Plan
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
Dec 31, 2024Holding endedinferenceSutter Health Retirement Plan
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
Dec 31, 2024Holding endedinferenceNextera Energy, Inc. Employee Pension Plan
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
Dec 31, 2024Manager relationship endedinferenceThomson Reuters Group Pension Plan
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
Dec 31, 2024Manager relationship endedinferenceDetroit Medical Center Consolidated Pension Plan
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

+12 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.