DFX Intelligence

Allocator Intelligence

Legal & General Inv Mgmt America

Manager
EIN 208058531
Public LPs on the tape
10
distinct allocators disclosing a fund
Commitment rows
11
0 dated closings
Disclosed commitments
Not disclosed
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
160
Schedule C investment manager rows

7 more allocators, 1 more fund, 157 more corporate plans, 24 more commitment rows and 35 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.

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Who backs this manager

10 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
C & J Clark Company Pension Plan30Infrastructure, Pooled vehiclesDec 31, 2022Dec 31, 2024
American Air Liquide Holdings, Inc. Retirement Plan30InfrastructureDec 31, 2022Dec 31, 2024
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.30Pooled vehiclesDec 31, 2022Dec 31, 2024

+7 more allocators back this manager

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

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Funds on the tape

4 vehicles

+1 more fund on the tape

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

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Corporate and Taft-Hartley plans (Schedule C)

160 plans

+157 more corporate plans name this manager on Schedule C

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

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Commitment rows

27 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024C & J Clark Company Pension PlanL&g Global Core Infrastructure Nlcollective trustInfrastructure$27.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024American Air Liquide Holdings, Inc. Retirement PlanL&g Global Core Infrastructure Nlcollective trustInfrastructure$11.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.Legal & General Russell 3000 Citcollective trustPooled vehicles$10.6M heldDisclosed holdingaskebsa.dol.gov

+24 more commitment rows

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

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What changed

  • Dec 31, 2025Manager relationship startedNavy Federal Credit Union Employees' Retirement Plan
    Legal & General Invs Mngt America appears on Navy Federal Credit Union Employees' Retirement Plan's Schedule C as investment manager (plan year 2025 vs 2024)
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov
  • Dec 31, 2025Manager relationship endedinferencePremera Pension Equity Plan
    Legal & General Inv Mgmt America no longer appears on Premera Pension Equity Plan's Schedule C as investment manager (plan year 2025 vs 2024)
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceC & J Clark Company Pension Plan
    C & J Clark Company Pension Plan no longer reports Msci Acwi Collective Investment Fun (Legal & General Inv Mgmt America) (last held $26M at 2023-12-31; absent from the 2024-12-31 filing)
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceTeco Energy Group Retirement Plan
    Teco Energy Group Retirement Plan no longer reports Msci Acwi Collective Investment Fun (Legal & General Inv Mgmt America) (last held $91M at 2023-12-31; absent from the 2024-12-31 filing)
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov
  • Dec 31, 2024Holding startedC & J Clark Company Pension Plan
    C & J Clark Company Pension Plan first reports an interest in L&g Global Core Infrastructure Nl (Legal & General Inv Mgmt America): $28M at 2024-12-31
    with Legal & General Inv Mgmt Americaaskebsa.dol.gov

+35 more dated events

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

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Capital chain

Legal & General Inv Mgmt America sits on 11 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 11 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

›Connections

every published relationship on the graph

+171 connections on the graph

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