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
WCM Investment Management, LLC
EIN 953046237
Public LPs on the tape
1
distinct allocators disclosing a fund
Commitment rows
1
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
54
Schedule C investment manager rows
Who backs this manager
1 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Meba Pension Trust-Defined Benefit Plan | 1 | 0 | Pooled vehicles | Dec 31, 2024 | Dec 31, 2024 |
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
54 plans
- John Muir Health Retirement Planplan years 2024
- Jersey Shore State Bank Retirement Planplan years 2024
- Iron Workers Pension Planplan years 2024
- UA Plumbers Local 24 Pension Fundplan years 2024
- Retirement Plan for the Employees of Museum Associatesplan years 2023
- Pepsico Employees Retirement Plan Iplan years 2023
- Pepsico, Inc. Employees Retirement Plan Hplan years 2023
- Ibew Local 269 Pension Planplan years 2023
- Iron Workers Locals 40, 361 & 417 Pension Fundplan years 2023
- Pension Plan a for Employees of Consumer Energy Companyplan years 2023
- Pension Plan B for Employees of Consumers Energy Companyplan years 2023
- Sheet Metal Workers Local No. 20, Indianapolis Areplan years 2023
- Aftra Retirement Planplan years 2023
- Electrical Workers Pension Plan Local 103 I.B.E.W.plan years 2023
- Local Union 1158 I.B.E.W. Pension Fund - PAplan years 2023
- Pension Fund of Local 227plan years 2023
- NEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension Planplan years 2023
- Steamship Trade Association of Baltimore, Incorporated - International Longshoremen's Association Pension Planplan years 2023
- Idaho National Laboratory Employee Retirement Planplan years 2023
- Heating, Piping and Refrigeration Pension Fd Pension Fundplan years 2023
- Ironworkers National Pension Planplan years 2023
- NEW York District Council of Carpenters Pension Plplan years 2023
- Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2plan years 2023
- Chicago & Vicinity Laborers' District Council Pension Planplan years 2023
- Sheet Metal Workers Local Union No. 80 Pension Fundplan years 2023
- Roofers Local 149 Pension Fundplan years 2023
- I.B.E.W. Local 38 Pension Planplan years 2023
- Operating Engineers' Local 324 Pension Fundplan years 2023
- Pension Plan for Non-Bargaining Unit Employees of Kyocera International, Inc. & Participating Companiesplan years 2023
- Bert Bell/pete Rozelle Nfl Player Retirement Planplan years 2023
- Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fundplan years 2023
- IBM Personal Pension Planplan years 2022
- Local 338 Retirement Fundplan years 2022
- Marin General Hospital Retirement Planplan years 2022
- Smart Local Unions and Councils Pension Fundplan years 2022
- Iron Workers' Mid-America Pension Planplan years 2022
- Smart & Final Pension Planplan years 2022
- Iron Workers District Council of Tn Valley & Vicinity Pension Planplan years 2022
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trustplan years 2022
- Hotel Industry-Ilwu Pension Planplan years 2022
- Ibew Local Nos 570 & 518 and Southern Az Chapt Neca Pension Planplan years 2022
- Hess Corporation Employees' Pension Planplan years 2022
- Mason Tenders' District Council Pension Fundplan years 2022
- Valero Energy Corporation Pension Planplan years 2022
- Boca Raton Regional Hospital Employees Pension Planplan years 2022
- Tronox Incorporated Retirement Planplan years 2022
- NEW York State Nurses Association Pension Planplan years 2022
- Unite Here Local 25 and Hotel Association of Washington, Dc Pension Planplan years 2022
- Retirement Plan for Employees of Hawaiian Electric Industries, Inc. and Participating Subsidiariesplan years 2022
- American Commercial Barge Line LLC Pension Planplan years 2022
- Michigan Electrical Employees' Pension Planplan years 2022
- Ilwu (hawaii) Employers General Pension Planplan years 2022
- Sheet Metal Workers' National Pension Fundplan years 2022
- Sheet Metal Workers Pension Plan of Northern Californiaplan years 2022
Commitment rows
1 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Meba Pension Trust-Defined Benefit Plan | WCM International Focus Growth103 12 ie | Pooled vehicles | $45.3M held | Disclosed holding | askebsa.dol.gov |
What changed
- Meba Pension Trust-Defined Benefit Plan first reports an interest in WCM International Focus Growth (WCM Investment Management, LLC): $45M at 2024-12-31with WCM Investment Management, LLCaskebsa.dol.gov
- Ernest Partner, LLC no longer appears on Sheet Metal Workers Local No. 20, Indianapolis Are's Schedule C as investment manager (plan year 2024 vs 2023)with WCM Investment Management, LLCaskebsa.dol.gov
- WCM Investment Management LLC appears on John Muir Health Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with WCM Investment Management, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceIron Workers District Council of Tn Valley & Vicinity Pension PlanEarnest Partners no longer appears on Iron Workers District Council of Tn Valley & Vicinity Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with WCM Investment Management, LLCaskebsa.dol.gov
- WCM Investment Management, LLC no longer appears on Iron Workers Locals 40, 361 & 417 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with WCM Investment Management, LLCaskebsa.dol.gov
- WCM Investment Management appears on Iron Workers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with WCM Investment Management, LLCaskebsa.dol.gov
- Ernest Partner, LLC appears on Sheet Metal Workers Local No. 20, Indianapolis Are's Schedule C as investment manager (plan year 2023 vs 2022)with WCM Investment Management, LLCaskebsa.dol.gov
- WCM Investment Management LLC appears on UA Plumbers Local 24 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with WCM Investment Management, LLCaskebsa.dol.gov
- Earnest Partners, LLC no longer appears on Iron Workers' Mid-America Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with WCM Investment Management, LLCaskebsa.dol.gov
- WCM Investment Management appears on Ibew Local 269 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with WCM Investment Management, LLCaskebsa.dol.gov
- WCM Investment Management appears on Retirement Plan for the Employees of Museum Associates's Schedule C as investment manager (plan year 2023 vs 2022)with WCM Investment Management, LLCaskebsa.dol.gov
- WCM Investment Management, LLC appears on Iron Workers Locals 40, 361 & 417 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with WCM Investment Management, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceUnite Here Local 25 and Hotel Association of Washington, Dc Pension PlanWCM Investment Management LLC no longer appears on Unite Here Local 25 and Hotel Association of Washington, Dc Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with WCM Investment Management, LLCaskebsa.dol.gov
- Earnest Partneres, LLC appears on Pension Plan a for Employees of Consumer Energy Company's Schedule C as investment manager (plan year 2023 vs 2022)with WCM Investment Management, LLCaskebsa.dol.gov
- Earnest Partners appears on Pension Plan B for Employees of Consumers Energy Company's Schedule C as investment manager (plan year 2023 vs 2022)with WCM Investment Management, LLCaskebsa.dol.gov