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

Metropolitan West Asset Management

EIN 954597302
Public LPs on the tape
0
distinct allocators disclosing a fund
Commitment rows
0
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
37
Schedule C investment manager rows
Who backs this manager
No allocator on the commitment tape names a fund of this manager.
Corporate and Taft-Hartley plans (Schedule C)
37 plans
Commitment rows
No rows.
What changed
  • Dec 31, 2024Manager relationship endedinferenceCleco Corporate Holdings LLC Pension Plan
    Metropolitan West no longer appears on Cleco Corporate Holdings LLC Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Metropolitan West Asset Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedSouthern Farm Bureau Life Insurance Company Retirement Plan
    Metropolitan West Asset Mgmt, LLC appears on Southern Farm Bureau Life Insurance Company Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Metropolitan West Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceLEE Enterprises, Incorporated Pension Plan
    Metropolitan West Asset Management no longer appears on LEE Enterprises, Incorporated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Metropolitan West Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceTeamsters Negotiated Pension Plan
    Metropolitan West Asset Management no longer appears on Teamsters Negotiated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Metropolitan West Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceNational Fuel Gas Company Retirement Plan
    Metropolitan West Asset Mgmt, LLC no longer appears on National Fuel Gas Company Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Metropolitan West Asset Managementaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceHuntington Memorial Hospital Retirement Plan
    TCW Asset Management Company no longer appears on Huntington Memorial Hospital Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Metropolitan West Asset Managementaskebsa.dol.gov