DFX Intelligence

51 more corporate plans and 10 more dated events

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WCM Investment Management, LLC

Manager

EIN 953046237

Public LPs on the tape

distinct allocators disclosing a fund

Commitment rows

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

Schedule C investment manager rows

51 more corporate plans and 10 more dated events

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Who backs this manager

1 allocator

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 vehicle

WCM International Focus Growth1 row

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

+51 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

1 row

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

Dec 31, 2024Holding startedMeba Pension Trust-Defined Benefit Plan
Meba Pension Trust-Defined Benefit Plan first reports an interest in WCM International Focus Growth (WCM Investment Management, LLC): $45M at 2024-12-31
with WCM Investment Management, LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceSheet Metal Workers Local No. 20, Indianapolis Are
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
Dec 31, 2024Manager relationship startedJohn Muir Health Retirement Plan
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 Plan
Earnest 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
Dec 31, 2024Manager relationship endedinferenceIron Workers Locals 40, 361 & 417 Pension Fund
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

+10 more dated events

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

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Across the graphs

WCM Investment Management, LLC is the same institution as 1 record in Independent Sponsors.

Independent Sponsors1

The joined record opens with the product, beside every other relationship on this page.

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›Connections

every published relationship on the graph

+55 connections on the graph

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