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 Mgmt Company, LLC
EIN 952705767
Public LPs on the tape
3
distinct allocators disclosing a fund
Commitment rows
5
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
55
Schedule C investment manager rows
Who backs this manager
3 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| NEW York Anesthesiology Medical Specialties, PC Pension Plan | 2 | 0 | Fixed income | Dec 31, 2022 | Dec 31, 2023 | |
| Ibew Local 683 Pension Fund Pension Plan | 2 | 0 | Fixed income | Dec 31, 2022 | Dec 31, 2023 | |
| Plain Dealer Publishing Co. Guild Retirement Plan | 1 | 0 | Fixed income | Dec 31, 2022 | Dec 31, 2022 |
Funds on the tape
2 vehicles
Corporate and Taft-Hartley plans (Schedule C)
55 plans
- Western Unite Here and Employers Pension Fundplan years 2024
- Grand View Hospital Retirement Income Planplan years 2024
- Pacific Coast Roofers Pension Planplan years 2024
- 1199seiu Health Care Employees Pension Fundplan years 2023
- Brightspeed Pension Planplan years 2023
- Sheet Metal Workers' National Pension Fundplan years 2023
- RR Donnelley Pension Planplan years 2023
- Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fundplan years 2023
- Automotive Machinists Pension Planplan years 2023
- Local 295 I.B.T. Employer Group Pension Trust Fundplan years 2023
- Plumbers Local Union No. 200 Pension Fundplan years 2023
- Buffalo Laborers Pension Fundplan years 2023
- Contributory Defined Benefit Retirement Plan at Rensselaer Polytechnic Instituteplan years 2023
- Graphic Arts Industry Joint Pension Trustplan years 2023
- Pennsylvania State Education Association Pension Planplan years 2023
- National Grid USA Companies Final Average Pay Pension Planplan years 2023
- Carpenters Pension Trust Fund of Kansas Cityplan years 2023
- Bert Bell/pete Rozelle Nfl Player Retirement Planplan years 2023
- Plumbers & Steamfitters Local 150 Pension Fundplan years 2022
- Hess Corporation Employees' Pension Planplan years 2022
- Sutter Health Retirement Planplan years 2022
- Deutsche Bank Cash Account Pension Planplan years 2022
- Consolidated Retirement Plan of Dole Food Company, Inc.plan years 2022
- Pension Plan of the Chubb Corporationplan years 2022
- Retiree Pension Planplan years 2022
- 3m Employee Retirement Income Planplan years 2022
- Vizient Retirement Planplan years 2022
- The Bank of America Pension Planplan years 2022
- Union Carbide Employees' Pension Planplan years 2022
- Atmos Energy Corporation Pension Account Planplan years 2022
- Unicare Retirement Planplan years 2022
- Westlake Defined Benefit Planplan years 2022
- Western Washington Laborers-Employers Pension Planplan years 2022
- 1199seiu Greater New York Pension Fundplan years 2022
- 1199seiu Home Care Employees Pension Fundplan years 2022
- Blue Cross Blue Shield of Michigan Represented Employees' Retirement Income Planplan years 2022
- Blue Cross Blue Shield of Michigan Employees' Retirement Account Planplan years 2022
- Construction Industry Laborers Pension Fundplan years 2022
- Duquesne Light Company Defined Benefit Retirement Planplan years 2022
- Boilermaker-Blacksmith National Pension Trustplan years 2022
- Employees' Retirement Plan of the National Education Associationplan years 2022
- Sheet Metal Workers Local No. 20, Indianapolis Areplan years 2022
- Southern Nevada Culinary and Bartenders Pension Planplan years 2022
- XPO Pension Planplan years 2022
- Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Planplan years 2022
- Niagara Mohawk Pension Planplan years 2022
- Ufcw Union Local 919 & Contributing Employers' Food Pension Fundplan years 2022
- Shell Pension Planplan years 2022
- NEW England Health Care Employees Pension Planplan years 2022
- Teamsters Union Local No. 52 Pension Fundplan years 2022
- SIU Rivers Pension Trustplan years 2022
- The Southern California Edison Company Retirement Planplan years 2022
- Operating Engineers Local 428 Pension Trustplan years 2022
- Gannett Retirement Planplan years 2022
- Retirement Plan of Norfolk Southern Corporation and Participating Subsidiary Companiesplan years 2022
Commitment rows
5 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | NEW York Anesthesiology Medical Specialties, PC Pension Plan | Western Asset Core Plus Bond Cif R2collective trust | Fixed income | $755,059 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Ibew Local 683 Pension Fund Pension Plan | WA US Core Plus LLCcollective trust | Fixed income | $40.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Plain Dealer Publishing Co. Guild Retirement Plan | WA US Core Plus LLCcollective trust | Fixed income | $7.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | NEW York Anesthesiology Medical Specialties, PC Pension Plan | Western Asset Core Plus Bond Cif R2collective trust | Fixed income | $537,244 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Ibew Local 683 Pension Fund Pension Plan | WA US Core Plus LLCcollective trust | Fixed income | $31.7M held | Disclosed holding | askebsa.dol.gov |
What changed
- Western Asset Management no longer appears on Operating Engineers Local 428 Pension Trust's Schedule C as investment manager (plan year 2025 vs 2024)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Ibew Local 683 Pension Fund Pension Plan no longer reports WA US Core Plus LLC (Western Asset Mgmt Company, LLC) (last held $41M at 2023-12-31; absent from the 2024-12-31 filing)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset Management Company no longer appears on Graphic Arts Industry Joint Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceContributory Defined Benefit Retirement Plan at Rensselaer Polytechnic InstituteWestern Asset Int no longer appears on Contributory Defined Benefit Retirement Plan at Rensselaer Polytechnic Institute's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset Management Company appears on Grand View Hospital Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset Management Co., LLC appears on Calportland Company Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset Management no longer appears on Sheet Metal Workers Local No. 20, Indianapolis Are's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlue Cross Blue Shield of Michigan Employees' Retirement Account PlanWestern Asset Management no longer appears on Blue Cross Blue Shield of Michigan Employees' Retirement Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceBlue Cross Blue Shield of Michigan Represented Employees' Retirement Income PlanWestern Asset Management no longer appears on Blue Cross Blue Shield of Michigan Represented Employees' Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset Management Company no longer appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset Managemetn Company appears on Pension Plan of the Chubb Corporation's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset Management Company no longer appears on Gannett Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset Mgmt Co appears on Carpenters Pension Trust Fund of Kansas City's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset no longer appears on Atmos Energy Corporation Pension Account Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset Management Company no longer appears on SIU Rivers Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Plain Dealer Publishing Co. Guild Retirement Plan no longer reports WA US Core Plus LLC (Western Asset Mgmt Company, LLC) (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLocal Union No. 9 I.B.E.W. and Outside Contractors Pension FundWestern Asset Management no longer appears on Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset no longer appears on Retiree Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset Management Company appears on Brightspeed Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- WA US Core Plus LLC appears on Plumbers & Pipefitters Local No 189 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Western Asset Management no longer appears on Shell Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Western Asset Mgmt Company, LLCaskebsa.dol.gov
- Wamco Sma appears on Sheet Metal Workers' National Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Western Asset Mgmt Company, LLCaskebsa.dol.gov