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.
Manager
Western Asset Managemnt Company
EIN 201226970
Public LPs on the tape
4
distinct allocators disclosing a fund
Commitment rows
6
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
2
Schedule C investment manager rows
Who backs this manager
4 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Wisconsin Masons Pension Fund | 3 | 0 | Fixed income | May 31, 2023 | May 31, 2025 | |
| NEW York District Council of Carpenters Pension Pl | 1 | 0 | Fixed income | Jun 30, 2023 | Jun 30, 2023 | |
| SIU Rivers Pension Trust | 1 | 0 | Fixed income | Dec 31, 2022 | Dec 31, 2022 | |
| Cleveland Bakers and Teamsters Pension Fund | 1 | 0 | Fixed income | Dec 31, 2022 | Dec 31, 2022 |
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
2 plans
- Heating, Piping and Refrigeration Pension Fd Pension Fundplan years 2023
- Wisconsin Masons Pension Fundplan years 2023
Commitment rows
6 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of May 31, 2025 | Wisconsin Masons Pension Fund | Western Asset Tru Asset Bond Fund103 12 ie | Fixed income | $10,596 held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2024 | Wisconsin Masons Pension Fund | Western Asset Tru Asset Bond Fund103 12 ie | Fixed income | $5.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2023 | NEW York District Council of Carpenters Pension Pl | Western Asset Tru Asset Bond Fund103 12 ie | Fixed income | $106M held | Disclosed holding | askebsa.dol.gov | |
| as of May 31, 2023 | Wisconsin Masons Pension Fund | Western Asset Tru Asset Bond Fund103 12 ie | Fixed income | $5.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | SIU Rivers Pension Trust | Western Asset Tru Asset Bond Fund103 12 ie | Fixed income | $4.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Cleveland Bakers and Teamsters Pension Fund | Western Asset Tru Asset Bond Fund103 12 ie | Fixed income | $15.7M held | Disclosed holding | askebsa.dol.gov |
What changed
- NEW York District Council of Carpenters Pension Pl no longer reports Western Asset Tru Asset Bond Fund (Western Asset Managemnt Company) (last held $106M at 2023-06-30; absent from the 2024-06-30 filing)with Western Asset Managemnt Companyaskebsa.dol.gov
- SIU Rivers Pension Trust no longer reports Western Asset Tru Asset Bond Fund (Western Asset Managemnt Company) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)with Western Asset Managemnt Companyaskebsa.dol.gov
- Cleveland Bakers and Teamsters Pension Fund no longer reports Western Asset Tru Asset Bond Fund (Western Asset Managemnt Company) (last held $16M at 2022-12-31; absent from the 2023-12-31 filing)with Western Asset Managemnt Companyaskebsa.dol.gov