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 US Core Plus LLC

unclassifiedCA
Advisory clients on the tape
1
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
1 allocators
Schedule C rows
11 rows, $772,902 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retail, Wholesale & Department Store International Union and Industry Pension Fund202427NONE$183,644
Hotel Union and Hotel Industry of Hawaii Pension Plan202428INVESTMENT MANAGER$85,572
United Union of Roofers - Local 8 Pension Fund202428 51NONE$21,928
Retail, Wholesale & Department Store International Union and Industry Pension Fund202327NONE$132,291
Hotel Union and Hotel Industry of Hawaii Pension Plan202328INVESTMENT MANAGER$63,190
Ibew Local 531 & Neca Pension Plan202328 51NONE$23,725
United Union of Roofers - Local 8 Pension Fund202328 51NONE$16,400
Retail, Wholesale & Department Store International Union and Industry Pension Fund202227NONE$136,664
Hotel Union and Hotel Industry of Hawaii Pension Plan202228INVESTMENT MANAGER$81,866
Ibew Local 531 & Neca Pension Plan202228 51NONE$22,392
United Union of Roofers - Local 8 Pension Fund202228 51NONE$5,230
What changed
  • Nov 30, 2025Holding endedinferenceIbew Local 531 & Neca Pension Plan
    Ibew Local 531 & Neca Pension Plan no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $8M at 2024-11-30; absent from the 2025-11-30 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Aug 31, 2025Holding endedinferenceLocal Union 786 Building Material Pension Fund
    Local Union 786 Building Material Pension Fund no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $67M at 2024-08-31; absent from the 2025-08-31 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Aug 31, 2025Holding endedinferenceLumber Employees Local 786 Retirement Fund
    Lumber Employees Local 786 Retirement Fund no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $7M at 2024-08-31; absent from the 2025-08-31 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Jul 31, 2025Holding endedinferenceHotel Union and Hotel Industry of Hawaii Pension Plan
    Hotel Union and Hotel Industry of Hawaii Pension Plan no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $29M at 2024-07-31; absent from the 2025-07-31 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferencePlumbers Local Union No. 200 Pension Fund
    Plumbers Local Union No. 200 Pension Fund no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $20M at 2024-06-30; absent from the 2025-06-30 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferencePlumbers and Steamfitters Local 396 Pension Fund
    Plumbers and Steamfitters Local 396 Pension Fund no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $12M at 2024-06-30; absent from the 2025-06-30 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Mar 31, 2025Holding endedinferenceCarpenters Pension Trust Fund of Kansas City
    Carpenters Pension Trust Fund of Kansas City no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $67M at 2024-03-31; absent from the 2025-03-31 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceCalportland Company Defined Benefit Pension Plan
    Calportland Company Defined Benefit Pension Plan no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $7M at 2023-12-31; absent from the 2024-12-31 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceThe Bank of America Pension Plan
    The Bank of America Pension Plan no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $31M at 2023-12-31; absent from the 2024-12-31 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceUA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan
    UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plan no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $75M at 2023-12-31; absent from the 2024-12-31 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceLocal 804 I.B.T. and Local 447 I.A.M. - Ups Multi-Employer Retirement Plan
    Local 804 I.B.T. and Local 447 I.A.M. - Ups Multi-Employer Retirement Plan no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $183M at 2023-12-31; absent from the 2024-12-31 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Dec 31, 2024Holding startedIbew Local 683 Pension Fund Pension Plan
    Ibew Local 683 Pension Fund Pension Plan first reports an interest in Western Asset US Core Plus LLC (Western Asset US Core Plus LLC): $48M at 2024-12-31
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceMason Tenders' District Council Pension Fund
    Mason Tenders' District Council Pension Fund no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $82M at 2023-12-31; absent from the 2024-12-31 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceIbew Local 531 & Neca Pension Plan
    Western Asset Management Co. no longer appears on Ibew Local 531 & Neca Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Western Asset US Core Plus LLCaskebsa.dol.gov
  • Oct 31, 2024Holding endedinferenceLocal Union No. 9 I.B.E.W. and Outside Contractors Pension Fund
    Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund no longer reports Western Asset US Core Plus LLC (Western Asset US Core Plus LLC) (last held $15M at 2023-10-31; absent from the 2024-10-31 filing)
    with Western Asset US Core Plus LLCaskebsa.dol.gov