Clearbridge
2 more corporate plans and 2 more commitment rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Who backs this manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Wells Fargo & Company Cash Balance Plan | 3 | 0 | Pooled vehicles | Dec 31, 2022 | Dec 31, 2024 | |
| Refrigeration, A/c & Service Div. (ua-Nj) Pension Plan | 2 | 0 | Pooled vehicles | Feb 28, 2024 | Feb 28, 2025 |
Funds on the tape
Corporate and Taft-Hartley plans (Schedule C)
- Wells Fargo & Company Cash Balance Planplan years
- Refrigeration, A/c & Service Div. (ua-Nj) Pension Planplan years
- Construction & General Laborers' Local 190 Pension Fundplan years 2023
+2 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitment rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Feb 28, 2025 | Refrigeration, A/c & Service Div. (ua-Nj) Pension Plan | Wilmington Tr Cit Clearbridge Intlcollective trust | Pooled vehicles | $12.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Wells Fargo & Company Cash Balance Plan | Wilmington Tr Cit Clearbridge Intlcollective trust | Pooled vehicles | $70.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Feb 28, 2024 | Refrigeration, A/c & Service Div. (ua-Nj) Pension Plan | Wilmington Tr Cit Clearbridge Intlcollective trust | Pooled vehicles | $11.3M held | Disclosed holding | askebsa.dol.gov |
+2 more commitment rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Clearbridge, LLC no longer appears on Pension Plan of the Pennsylvania Medical Society's Schedule C as investment manager (plan year 2023 vs 2022)with Clearbridgeaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceConstruction & General Laborers' Local 190 Pension FundClearbridge no longer appears on Construction & General Laborers' Local 190 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Clearbridgeaskebsa.dol.gov
- Clearbridge no longer appears on I.B.E.W. Local 456 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Clearbridgeaskebsa.dol.gov
Clearbridge is the same institution as 1 record in Independent Sponsors.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
›Connections
every published relationship on the graph
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.