Wells Fargo
4 more advisory clients, 20 more other clients, 61 more Schedule C rows and 15 more dated events
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.
Advisory clients
- Saint Louis Symphony Employees Retirement Plan Investment adviser (plan)through Aug 31, 2023 Form 5500
- Pension Plan for Employees of National Fruit Product Company, Inc. Investment adviser (plan)through Jun 30, 2023 Form 5500
- H.F.I.A.W. Local No. 32 - Pension Trust Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
+4 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
- Bricklayers & Trowel Trades International Pension Fund Custodianthrough Dec 31, 2025
- Idaho Plumbers and Pipefitters Pension Plan Custodianthrough May 31, 2025
- Northern Mn-Wi Area Retail Clerks Pension Fund Custodianthrough Dec 31, 2024
+20 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Bricklayers & Trowel Trades International Pension Fund | 2025 | 18 21 50 | NONE | $75,260 |
| United Construction Workers Pension Fund | 2024 | 27 | INVESTMENT ADVISOR | $464,750 |
| Christian Labor Assn Pension Trust Defined Benefit Plan | 2024 | 27 | INVESTMENT ADVISOR | $199,047 |
+61 more Schedule C 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
- Pruco Securities, LLC no longer appears on United Construction Workers Pension Fund's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Wells Fargoaskebsa.dol.gov
- Mony Life Retirement Income Security Plan for Employees first reports an interest in Equity Index Fund (Wells Fargo): $11M at 2024-12-31with Wells Fargoaskebsa.dol.gov
- Dec 31, 2024Holding startedRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its AffiliatesRetirement Plan for the Bottling Employees of Swire Pacific Holdings Inc and Its Affiliates first reports an interest in Liability Driven Solution Cit I (Wells Fargo): $3M at 2024-12-31with Wells Fargoaskebsa.dol.gov
- Front Porch Retirement Income Plan first reports an interest in Liability Driven Solution Cit I (Wells Fargo): $32M at 2024-12-31with Wells Fargoaskebsa.dol.gov
- Gchi Retirement Plan first reports an interest in Liability Driven Solution Cit I (Wells Fargo): $9M at 2024-12-31with Wells Fargoaskebsa.dol.gov
+15 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.