WESTWOOD GLOBAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
11
Active participants
17,487
Total plan assets
$56.2B
Filings (rows)
11
Direct comp
$9.2M
Indirect comp
$0
Aggregating 2 name variants under "WESTWOOD GLOBAL"
SERVICES PROVIDED
Other9
Advisor / Consultant2
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| WGI EMERGING MARKETS FUND | 5 |
| WESTWOOD GLOBAL INVTS EMERGING MRK | 3 |
Top plans served
All 11 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $17.4B | $3.3M |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $16.6B | $2.9M |
| TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK, CA | Other NONE | — | $15.3B | $2.4M |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- EQUITY | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGEMENT | — | $2.3B | $15K |
| GREATER PENNSYLVANIA CARPENTERS' PENSION FUND GREATER PENNSYLVANIA CARPENTERS' PENSION FUND | PITTSBURGH, PA | Other NONE | 8,933 | $1.7B | $343K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - EQUITY | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $1.3B | $34K |
| GREATER PENNSYLVANIA CARPENTERS' PENSION FUND GREATER PENNSYLVANIA CARPENTERS' PENSION FUND | PITTSBURGH, PA | Other NONE | 8,163 | $1.2B | $23K |
| SULLIVAN & CROMWELL LLP SULLIVAN & CROMWELL LLP EMPLOYEES' PENSION PLAN | NEW YORK, NY | Other NONE | 191 | $112.2M | $41K |
| BOSTON SYMPHONY ORCHESTRA INC. BOSTON SYMPHONY ORCHESTRA PENSIONS TRUST FUND | BOSTON, MA | Other VENDOR | — | $110.9M | $30K |
| SULLIVAN & CROMWELL LLP SULLIVAN & CROMWELL LLP EMPLOYEES' PENSION PLAN | NEW YORK, NY | Other NONE | 200 | $106.6M | $42K |
| BOSTON SYMPHONY ORCHESTRA INC. BOSTON SYMPHONY ORCHESTRA PENSIONS TRUST FUND | BOSTON, MA | Other VENDOR | — | $103.0M | $31K |