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.

Fund

Western Asset US Long Duration LLC

collective trust (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan’s interest in the vehicle at its plan year end as filed on Schedule D Part I, a holding value and never a commitment amount; the sponsor printed on the schedule is the manager when a node carries its EIN.

Public LPs
5
distinct allocators on the tape
Rows
8
across successive reports
Held, latest filings
$135M
one row per plan
Latest
Jun 30, 2024
effective date
Plans holding an interest
5 allocators

One line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 5), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Carle Health Central Illinois Pension Plann/aheld--Nov 30, 2023
Pacificorp/ibew Local 57 Retirement Trust Fundn/aheld--Jun 30, 2024
Pennsylvania State Education Association Pension Plann/aheld--Jun 30, 2024
Syensqo USA Pension Plann/aheld--Dec 31, 2022
The Oregon Tool Retirement Plann/aheld--Dec 31, 2023
Every row
8 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Jun 30, 2024Pacificorp/ibew Local 57 Retirement Trust FundWestern Asset US Long Duration LLCcollective trustFixed income$8.1M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Pennsylvania State Education Association Pension PlanWestern Asset US Long Duration LLC103 12 ieFixed income$28.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Oregon Tool Retirement PlanWestern Asset US Long Duration LLCcollective trustFixed income$11.3M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Carle Health Central Illinois Pension PlanWestern Asset US Long Duration LLCcollective trustFixed income$23.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pacificorp/ibew Local 57 Retirement Trust FundWestern Asset US Long Duration LLCcollective trustFixed income$3.2M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Pennsylvania State Education Association Pension PlanWestern Asset US Long Duration LLC103 12 ieFixed income$28.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Oregon Tool Retirement PlanWestern Asset US Long Duration LLCcollective trustFixed income$15.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Syensqo USA Pension PlanWestern Asset US Long Duration LLC103 12 ieFixed income$64.3M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Jun 30, 2025Holding endedinferencePennsylvania State Education Association Pension Plan
    Pennsylvania State Education Association Pension Plan no longer reports Western Asset US Long Duration LLC (last held $28M at 2024-06-30; absent from the 2025-06-30 filing)
    with Western Asset US Long Duration LLCaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferencePacificorp/ibew Local 57 Retirement Trust Fund
    Pacificorp/ibew Local 57 Retirement Trust Fund no longer reports Western Asset US Long Duration LLC (last held $8M at 2024-06-30; absent from the 2025-06-30 filing)
    with Western Asset US Long Duration LLCaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceSyensqo USA Pension Plan
    Syensqo USA Pension Plan no longer reports Western Asset US Long Duration LLC (last held $64M at 2022-12-31; absent from the 2024-12-31 filing)
    with Western Asset US Long Duration LLCaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceThe Oregon Tool Retirement Plan
    The Oregon Tool Retirement Plan no longer reports Western Asset US Long Duration LLC (last held $11M at 2023-12-31; absent from the 2024-12-31 filing)
    with Western Asset US Long Duration LLCaskebsa.dol.gov
  • Nov 30, 2024Holding endedinferenceCarle Health Central Illinois Pension Plan
    Carle Health Central Illinois Pension Plan no longer reports Western Asset US Long Duration LLC (last held $23M at 2023-11-30; absent from the 2024-11-30 filing)
    with Western Asset US Long Duration LLCaskebsa.dol.gov