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.

unclassified

Wellington Trust Company, Na

unclassifiedMA
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
2 allocators
Schedule C rows
45 rows, $4.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Cambia Health Solutions Retirement Plan202428NONE$398,510
Rudin Management Co. Inc. Employees' Pension Trust202421 28 51NONE$334,660
U. S. Retirement Plan202428 51NONE$135,169
Pension Plan of General Atomics202428 51NONE$113,190
Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln202419 28 50 51NONE$41,865
Hecla Mining Company Restated Retirement Plan202428NONE$33,428
Retirement Plan for Salaried Employees of New York City Ballet, Inc.202451MANAGEMENT$17,785
The Musical Arts Association Retirement Plan202428 50 52NONE$17,762
Retirement Plan for Employees of Highland Hospital of Rochester, NY202428 51NONE$9,289
Lucky Friday Pension Plan202428NONE$8,253
Cambia Health Solutions Retirement Plan202328NONE$401,715
Rudin Management Co. Inc. Employees' Pension Trust202321NONE$387,202
Plumbers Union Local No. 55 Pension Plan202328$135,491
Pension Plan of General Atomics202328 51NONE$127,611
The Hospital for Special Surgery Retirement Plan202328NONE$102,204
Mcwane Pension Plan for Salaried Employees202328 52NONE$80,152
Retirement Plan for Employees of Highland Hospital of Rochester, NY202328 51NONE$32,414
Hecla Mining Company Restated Retirement Plan202328$30,669
The Musical Arts Association Retirement Plan202328 50 52NONE$24,430
Retirement Plan for Salaried Employees of New York City Ballet, Inc.202351MANAGEMENT$22,101
The Interpublic Retirement Account Plan202328NONE$17,410
The Maritime Association - I.L.A. Pension Fund202328NONE$12,216
Thompson Health Pension Plan202328 51NONE$9,474
Lucky Friday Pension Plan202328NONE$7,714
Cambia Health Solutions Retirement Plan202228NONE$494,168
Rudin Management Co. Inc. Employees' Pension Trust202221NONE$393,039
Cargill, Inc. and Associated Companies Salaried Employees Pension Plan202228 51NONE$176,311
Pension Plan of General Atomics202228 51NONE$160,098
Mcwane Salaried Pension Plan202228 52INVESTMENT FUND MANAGER$136,413
The Hospital for Special Surgery Retirement Plan202228NONE$93,929
Keystone Employees' Retirement Plan202251$66,999
The Maritime Association - I.L.A. Pension Fund202228NONE$61,696
Retirement Plan for Employees of Highland Hospital of Rochester, NY202228 51NONE$61,146
Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees202228 51NONE$55,457
Cargill, Incorporated and Associated Companies Salaried Employees Pension Plan 2202228 51NONE$35,702
Hecla Mining Company Restated Retirement Plan202228$31,369
The Musical Arts Association Retirement Plan202228 50 52NONE$24,413
Retirement Plan for Salaried Employees of New York City Ballet, Inc.202251MANAGEMENT$23,130
The Interpublic Retirement Account Plan202228NONE$21,578
Thompson Health Pension Plan202228 51NONE$15,108
Plumbers Union Local No. 55 Pension Plan202228$12,782
Cargill, Inc and Assoc. Co's Pension Plan for Production Employees202228 51NONE$11,394
Jones Memorial Hospital Pension Plan202228 51NONE$7,312
Lucky Friday Pension Plan202228NONE$7,078
Cargill Meat Solutions Corporation Employees Retirement Plan202228 51NONE$7,028
What changed
  • Dec 31, 2025Holding endedinferencePremera Pension Equity Plan
    Premera Pension Equity Plan no longer reports Wellington Cft Blended Opportunisti (Wellington Trust Company, Na) (last held $23M at 2024-12-31; absent from the 2025-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2025Holding endedinferenceMidwest Pension Plan
    Midwest Pension Plan no longer reports Wtc-Cif Opportunistic Invest Alloca (Wellington Trust Company, Na) (last held $587,031 at 2024-12-31; absent from the 2025-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Sep 30, 2025Holding endedinferenceNEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension Plan
    NEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension Plan no longer reports Wtc-Cif Opportunistic Invest Alloca (Wellington Trust Company, Na) (last held $3M at 2024-09-30; absent from the 2025-09-30 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceMid-America Carpenters Regional Council Pension Fund
    Mid-America Carpenters Regional Council Pension Fund no longer reports Wtc-Cif Opportunistic Invest Alloca (Wellington Trust Company, Na) (last held $46M at 2024-06-30; absent from the 2025-06-30 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceOperating Engineers Local No. 825 Pension Fund
    Operating Engineers Local No. 825 Pension Fund no longer reports Wtc-Cif Opportunistic Invest Alloca (Wellington Trust Company, Na) (last held $33M at 2024-06-30; absent from the 2025-06-30 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Apr 30, 2025Holding endedinferenceCement Masons Union Local 592 Pension Plan
    Cement Masons Union Local 592 Pension Plan no longer reports Wtc-Cif Opportunistic Invest Alloca (Wellington Trust Company, Na) (last held $3M at 2024-04-30; absent from the 2025-04-30 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Holding startedVibrantz Corporation Pension Plan for Legacy Employees
    Vibrantz Corporation Pension Plan for Legacy Employees first reports an interest in Wtc-Cif Select Leaders Series 2 (Wellington Trust Company, Na): $3M at 2024-12-31
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Holding startedRudin Management Co. Inc. Employees' Pension Trust
    Rudin Management Co. Inc. Employees' Pension Trust first reports an interest in Wtc-Cif Research Equity Portfolio (Wellington Trust Company, Na): $33M at 2024-12-31
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceRudin Management Co. Inc. Employees' Pension Trust
    Rudin Management Co. Inc. Employees' Pension Trust no longer reports Wellington Ctf Small Cap 2000 (Wellington Trust Company, Na) (last held $14M at 2023-12-31; absent from the 2024-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceFoster Farms Group Pension Plan
    Foster Farms Group Pension Plan no longer reports WTC Na Cif Intl Research Equity Pf (Wellington Trust Company, Na) (last held $23M at 2023-12-31; absent from the 2024-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Holding startedWestern States Insulators and Allied Workers' Pension Plan
    Western States Insulators and Allied Workers' Pension Plan first reports an interest in Wellington Cft Blended Opportunisti (Wellington Trust Company, Na): $19M at 2024-12-31
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Holding startedRudin Management Co. Inc. Employees' Pension Trust
    Rudin Management Co. Inc. Employees' Pension Trust first reports an interest in Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na): $10M at 2024-12-31
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceThe Maritime Association - I.L.A. Pension Fund
    Wellington no longer appears on The Maritime Association - I.L.A. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedRudin Management Co. Inc. Employees' Pension Trust
    Wellington Trust Company appears on Rudin Management Co. Inc. Employees' Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceMcwane Pension Plan for Salaried Employees
    Wellington Trust Company, Na no longer appears on Mcwane Pension Plan for Salaried Employees's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceThompson Health Pension Plan
    Wellington Trust Company, Na no longer appears on Thompson Health Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceThe Hospital for Special Surgery Retirement Plan
    Wellington Int Qual Growth Fund no longer appears on The Hospital for Special Surgery Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferencePlumbers Union Local No. 55 Pension Plan
    Wellington Trust Company no longer appears on Plumbers Union Local No. 55 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Oct 31, 2024Holding startedLuck Stone Corporation Retirement Plan and Trust
    Luck Stone Corporation Retirement Plan and Trust first reports an interest in Wtc-Cif Select Leaders Series 2 (Wellington Trust Company, Na): $6M at 2024-10-31
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Jun 30, 2024Holding endedinferenceCulver Educational Foundation Retirement Plan
    Culver Educational Foundation Retirement Plan no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $913,617 at 2023-06-30; absent from the 2024-06-30 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Jun 30, 2024Holding endedinferenceThe Orchestral Association Retirement Plan for Administrative Employees
    The Orchestral Association Retirement Plan for Administrative Employees no longer reports Wellington Wtc-Cif Div in Hd P (Wellington Trust Company, Na) (last held $1M at 2023-06-30; absent from the 2024-06-30 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceNicholas H. Noyes Memorial Hospital Employees' Retirement Plan
    Nicholas H. Noyes Memorial Hospital Employees' Retirement Plan no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $209,504 at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceInternational Painters and Allied Trades Industry Pension Plan
    International Painters and Allied Trades Industry Pension Plan no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $45M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding startedIronworkers Local #16 Pension Plan
    Ironworkers Local #16 Pension Plan first reports an interest in Wtc-Cif Opportunistic Invest Alloca (Wellington Trust Company, Na): $4M at 2023-12-31
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceModine Manufacturing Company Frozen Pension Plan
    Modine Manufacturing Company Frozen Pension Plan no longer reports Wtc-Cit Emerging Markets Portfolio (Wellington Trust Company, Na) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceRetirement Plan of Marathon Oil Company
    Retirement Plan of Marathon Oil Company no longer reports CIF Global Research Equity (Wellington Trust Company, Na) (last held $22M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferencePlain Dealer Publishing Co. Guild Retirement Plan
    Plain Dealer Publishing Co. Guild Retirement Plan no longer reports Wtc-Cif International Research Equi (Wellington Trust Company, Na) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceThe Hospital for Special Surgery Retirement Plan
    The Hospital for Special Surgery Retirement Plan no longer reports Wtc-Ctf International Quality Growt (Wellington Trust Company, Na) (last held $11M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceUR Medicine Home Care, Certified Services, Inc. Cash Balance Pension Plan
    UR Medicine Home Care, Certified Services, Inc. Cash Balance Pension Plan no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $239,433 at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding startedScreen Actors Guild - Producers Pension Plan
    Screen Actors Guild - Producers Pension Plan first reports an interest in Wellington Cft Blended Opportunisti (Wellington Trust Company, Na): $39M at 2023-12-31
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceSantafe Healthcare, Inc. Pension Plan
    Santafe Healthcare, Inc. Pension Plan no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $2M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceCRH Americas Pension Plan
    CRH Americas Pension Plan no longer reports Wtc-Cif II US Inv Grade Intermediat (Wellington Trust Company, Na) (last held $62M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceThompson Health Pension Plan
    Thompson Health Pension Plan no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $1M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceRetirement Programs of Nl Industries, Inc.
    Retirement Programs of Nl Industries, Inc. no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $929,515 at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceThomson Reuters Group Pension Plan
    Thomson Reuters Group Pension Plan no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $20M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceVassar Brothers Hospital Pension Plan
    Vassar Brothers Hospital Pension Plan no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $3M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding startedPlain Dealer Publishing Co. Guild Retirement Plan
    Plain Dealer Publishing Co. Guild Retirement Plan first reports an interest in WTC Na Cif Intl Research Equity Pf (Wellington Trust Company, Na): $1M at 2023-12-31
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceLOS Angeles Hotel-Restaurant Employer-Union Retirement Fund
    LOS Angeles Hotel-Restaurant Employer-Union Retirement Fund no longer reports Wtc-Cif Research Equity Portfolio (Wellington Trust Company, Na) (last held $31M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding endedinferenceKeystone Employees' Retirement Plan
    Keystone Employees' Retirement Plan no longer reports Wtc-Cif Small Cap 2000 Portfolio (Wellington Trust Company, Na) (last held $7M at 2022-12-31; absent from the 2023-12-31 filing)
    with Wellington Trust Company, Naaskebsa.dol.gov
  • Dec 31, 2023Holding startedFoster Farms Group Pension Plan
    Foster Farms Group Pension Plan first reports an interest in WTC Na Cif Intl Research Equity Pf (Wellington Trust Company, Na): $23M at 2023-12-31
    with Wellington Trust Company, Naaskebsa.dol.gov