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 Core Plus LLC

103 12 ie (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
23
distinct allocators on the tape
Rows
45
across successive reports
Held, latest filings
$877M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
23 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 23), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Calportland Company Defined Benefit Pension Plann/aheld--Dec 31, 2023
Carpenters Pension Trust Fund of Kansas Cityn/aheld--Mar 31, 2024
Cleveland Bakers and Teamsters Pension Fundn/aheld--Dec 31, 2024
Construction Industry Laborers Pension Fundn/aheld--Dec 31, 2024
Hotel Union and Hotel Industry of Hawaii Pension Plann/aheld--Jul 31, 2024
Ibew Local 531 & Neca Pension Plann/aheld--Nov 30, 2024
Ibew Local 683 Pension Fund Pension Plann/aheld--Dec 31, 2024
Local 1034 Pension Fundn/aheld--Dec 31, 2024
Local 804 I.B.T. and Local 447 I.A.M. - Ups Multi-Employer Retirement Plann/aheld--Dec 31, 2023
Local Union 786 Building Material Pension Fundn/aheld--Aug 31, 2024
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fundn/aheld--Oct 31, 2023
Lumber Employees Local 786 Retirement Fundn/aheld--Aug 31, 2024
Mason Tenders' District Council Pension Fundn/aheld--Dec 31, 2023
Plumbers and Steamfitters Local 396 Pension Fundn/aheld--Jun 30, 2024
Plumbers Local Union No. 200 Pension Fundn/aheld--Jun 30, 2024
Roofers Pension Fundn/aheld--Dec 31, 2024
Southern Nevada Culinary and Bartenders Pension Plann/aheld--Dec 31, 2022
The Bank of America Pension Plann/aheld--Dec 31, 2023
Touro Infirmary Retirement Plann/aheld--Dec 31, 2023
UA Local 290 Plumber, Steamfitter & Shipfitter Pension Plann/aheld--Dec 31, 2023
United Union of Roofers - Local 8 Pension Fundn/aheld--Dec 31, 2024
Western Unite Here and Employers Pension Fundn/aheld--Dec 31, 2024
Western Washington Laborers-Employers Pension Plann/aheld--Dec 31, 2024
Every row
45 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Cleveland Bakers and Teamsters Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$24.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ibew Local 683 Pension Fund Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$47.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western Washington Laborers-Employers Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$36.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Roofers Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$47.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024United Union of Roofers - Local 8 Pension FundWestern Asset US Core Plus LLCseparate accountFixed income$7.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Western Unite Here and Employers Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$6,277 heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Local 1034 Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$15.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Construction Industry Laborers Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$61.6M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2024Ibew Local 531 & Neca Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$8.1M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Lumber Employees Local 786 Retirement FundWestern Asset US Core Plus LLC103 12 ieFixed income$7.4M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Local Union 786 Building Material Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$66.9M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2024Hotel Union and Hotel Industry of Hawaii Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$29.0M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Plumbers and Steamfitters Local 396 Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$11.9M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Plumbers Local Union No. 200 Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$20.2M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2024Carpenters Pension Trust Fund of Kansas CityWestern Asset US Core Plus LLC103 12 ieFixed income$67.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023UA Local 290 Plumber, Steamfitter & Shipfitter Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$74.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Bank of America Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$31.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Roofers Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$39.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mason Tenders' District Council Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$82.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western Washington Laborers-Employers Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$36.4M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Calportland Company Defined Benefit Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$7.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Local 804 I.B.T. and Local 447 I.A.M. - Ups Multi-Employer Retirement PlanWestern Asset US Core Plus LLC103 12 ieFixed income$183M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Local 1034 Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$15.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Cleveland Bakers and Teamsters Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$25.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Touro Infirmary Retirement PlanWestern Asset US Core Plus LLC103 12 ieFixed income$4.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023United Union of Roofers - Local 8 Pension FundWestern Asset US Core Plus LLCseparate accountFixed income$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Nov 30, 2023Ibew Local 531 & Neca Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$7.5M heldDisclosed holdingaskebsa.dol.gov
as of Oct 31, 2023Local Union No. 9 I.B.E.W. and Outside Contractors Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$15.3M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Local Union 786 Building Material Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$62.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Lumber Employees Local 786 Retirement FundWestern Asset US Core Plus LLC103 12 ieFixed income$6.9M heldDisclosed holdingaskebsa.dol.gov
as of Jul 31, 2023Hotel Union and Hotel Industry of Hawaii Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$27.7M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Plumbers Local Union No. 200 Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$16.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Plumbers and Steamfitters Local 396 Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$8.9M heldDisclosed holdingaskebsa.dol.gov
as of Mar 31, 2023Carpenters Pension Trust Fund of Kansas CityWestern Asset US Core Plus LLC103 12 ieFixed income$53.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022UA Local 290 Plumber, Steamfitter & Shipfitter Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$63.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Southern Nevada Culinary and Bartenders Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$26.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western Washington Laborers-Employers Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$34.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Local 1034 Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$16.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022United Union of Roofers - Local 8 Pension FundWestern Asset US Core Plus LLCseparate accountFixed income$4.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Cleveland Bakers and Teamsters Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$27.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mason Tenders' District Council Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$47.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Bank of America Pension PlanWestern Asset US Core Plus LLC103 12 ieFixed income$29.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Roofers Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$27.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Construction Industry Laborers Pension FundWestern Asset US Core Plus LLC103 12 ieFixed income$37.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Local 804 I.B.T. and Local 447 I.A.M. - Ups Multi-Employer Retirement PlanWestern Asset US Core Plus LLC103 12 ieFixed income$104M heldDisclosed holdingaskebsa.dol.gov
What changed
No dated events.