WESTERN ASSET MANAGEMENT COMPANY
44 known aliases resolved via the canonical alias map
Market position · 2024
Plans served95-20 YoYRank #198 of mapped providers
Assets under administration$264.0B0.3%Market share · rank #49
Fees received$27MMedian $136,302/planSum across Schedule C direct + indirect
Net wins YoY-149 won · 23 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical WESTERN ASSET MANAGEMENT COMPANY plan look like?
Service mix · median fees per plan
Count of plans where WESTERN ASSET MANAGEMENT COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment managementCode 28 | 73 | $151,412 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 10 | $171,477 | |
Investment management; Direct payment from the plan; Investment advisory (plan)Code 27 | 8 | $67,900 | |
Investment management; Investment management fees paid indirectly by plan; Custodial (securities)Code 19 | 2 | $95,928 | |
Investment management fees paid indirectly by planCode 52 | 2 | $0 |
Competitor overlap
Percent of WESTERN ASSET MANAGEMENT COMPANY's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under WESTERN ASSET MANAGEMENT COMPANY.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | HEALTH MANAGEMENT SYSTEMS, INC. | $16.9B |
TE CONNECTIVITY CORPORATIONPA · 230332575-008 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3.1B |
GRAND VIEW HOSPITALPA · 231352181-001 | CITIBANK | $70M |
CALPORTLAND COMPANYNV · 950597220-001 | NORTHERN TRUST COMPANY | $35M |
INFINITY TECHNOLOGY SERVICES, LLCCO · 204331064-002 | (new plan) | $4M |
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSIONMI · 382256143-001 | NOVARA, TESIJA & CATENACCI, PLLC | $3M |
Plans lost in 2024
Appeared last year under WESTERN ASSET MANAGEMENT COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
AON CORPORATIONGA · 363051915-020 | THE VANGUARD GROUP, INC. | $6.2B |
UNITED SERVICES AUTOMOBILE ASSOCIATIONTX · 740959140-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $4.7B |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | LAURIE HAND | $2.0B |
CONNECT HOLDING II LLC D/B/A BRIGHTSPEEDNC · 873811759-200 | CROWE LLP | $1.9B |
THOMSON REUTERS HOLDINGS INC.MN · 061497995-001 | HS2 BENEFITS | $1.6B |
CYTEC INDUSTRIES INC.NJ · 223268660-002 | AON CONSULTING | $969M |
GANNETT MEDIA CORP.NY · 472390983-001 | WILLIS TOWERS WATSON US LLC | $940M |
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $914M |
BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 PENSION FUNDNY · 516102576-001 | AMERICAN FUNDS | $672M |
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $669M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $1M | 10y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $4M | 10y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $899,962 | 10y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 5y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $1M | 9y | - |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $1M | 4y | - |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $436,088 | 10y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $602,611 | 10y | - |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $390,606 | 9y | - |
NEXTERA ENERGY, INC.FL · 592449419-001 | $5.3B | 29,209 | $294,537 | 10y | - |
Flag exposure
93.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (44)
Raw Schedule C names collapsed into WESTERN ASSET MANAGEMENT COMPANY.
- WESTERN ASSET
- WESTERN ASSET COMPANY MNGMNT, LLC
- WESTERN ASSET CORE BOND IS
- WESTERN ASSET CORE PLUS BOND I
- WESTERN ASSET CORE PLUS PORTFOLIOS
- WESTERN ASSET EMD STRATEGY
- WESTERN ASSET INT
- WESTERN ASSET MAMAGEMENT
- WESTERN ASSET MANAGEMENT
- WESTERN ASSET MANAGEMENT CO
- WESTERN ASSET MANAGEMENT CO CA LLC
- WESTERN ASSET MANAGEMENT CO LLC
- WESTERN ASSET MANAGEMENT CO, LLC
- WESTERN ASSET MANAGEMENT CO.
- WESTERN ASSET MANAGEMENT CO. LCC
- WESTERN ASSET MANAGEMENT CO. LLC
- WESTERN ASSET MANAGEMENT CO., LLC
- WESTERN ASSET MANAGEMENT CO., LLP
- WESTERN ASSET MANAGEMENT COMPANY
- WESTERN ASSET MANAGEMENT COMPANY LL
- WESTERN ASSET MANAGEMENT COMPANY, L
- WESTERN ASSET MANAGEMENT INC
- WESTERN ASSET MANAGEMENT LLC
- WESTERN ASSET MANAGEMENT MANAGEMENT
- WESTERN ASSET MANAGEMETN COMPANY
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for WESTERN ASSET MANAGEMENT COMPANY's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 5.26% | 1.71% | +3.55 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 3.16% | 1.76% | +1.40 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with WESTERN ASSET MANAGEMENT COMPANY. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).