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 Management

unclassifiedMA
Advisory clients on the tape
2
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
2 allocators
Other roles
1 allocators
Schedule C rows
178 rows, $110M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Navy Federal Credit Union Employees' Retirement Plan202551 68NONE$447,961
Children's Hospital Corporation Pension Plan202551NONE$279,000
Midwest Pension Plan202528 51 52NONE$1,064
Jpmorgan Chase Retirement Plan202428 51 52 68NONE$2.8M
Shell Pension Plan202428 51NONE$2.2M
Pacific Gas and Electric Company Retirement Plan202428 50 51 52 68NONE$1.6M
Factory Mutual Insurance Company Pension Plan202428 51NONE$1.2M
Toyota Motor Sales, U.S.A., Inc. Pension Plan202428 51N/A$1.2M
The Metropolitan Museum of Art Retirement Plan for Covered Union Employees202451 68INVESTMENT MANAGER$1.2M
The Citigroup Pension Plan202428 50 51 68NONE$1.0M
IBM Personal Pension Plan202451PARTY-ININTEREST$971,257
American Electric Power System Retirement Plan202428 50 51 68NONE$857,909
National Basketball Association Players' Pension Plan202428 51 52NONE$838,709
Comerica Incorporated Retirement Income Account Plan202428 51 52 68NONE$809,524
Children's Hospital Corporation Pension Plan202451NONE$790,376
Pension Plan of L'Oreal USA, Inc.202428 51 68INVESTMENT MANAGER$711,522
Kamehameha Schools Retirement Plan202428 50 51 68INVESTMENT MANAGER$649,312
Hess Corporation Employees' Pension Plan202428 50 51NONE$647,312
Club Pension Plan202451 68INVESTMT MGMT$636,687
Genuine Parts Company Pension Plan202428 51 52 68NONE$605,546
The Bank of New York Mellon Corporation Pension Plan202428 50 51NONE$583,301
Pinnacle West Capital Corporation Retirement Plan202451 68NONE$540,898
Siemens Pension Plan202428 50 51NONE$523,863
University Hospitals Health System, Inc. Retirement Plan202428INVESTMENT MANAGEMENT$469,283
Navy Federal Credit Union Employees' Retirement Plan202451 68NONE$452,777
Gciu - Employer Retirement Benefit Plan202428 51 68NONE$438,432
FMC Corporation Employees' Retirement Program202428 50 51NONE$431,662
Cambia Health Solutions Retirement Plan202451 68NONE$400,947
Retirement Security Plan202428 51INVESTMENT MANAGEMENT$397,443
3m Employee Retirement Income Plan202428 50 51NONE$376,624
Harvard University Retirement Plan202451INVESTMENT MANAGEMENT$358,015
Gannett Retirement Plan202428 51NONE$352,146
Retirement Plan of Marathon Oil Company202428 50 51 68NONE$316,250
Ernst & Young Inactive Defined Benefit Retirement Plan202450 51FUND MANAGER$293,155
Automatic Data Processing Inc Pension Retirement Plan202451INVESTMENT MANAGEMENT$274,678
Employees' Retirement Plan of Ellis Hospital202451 68NONE$266,339
Kpmg Pension Plan202428 51NONE$205,659
Siemens Energy, Inc. Pension Plan202428 50 51NONE$172,576
Retirement Plan for Employees of Uja-Federation202428 51 68NONE$136,966
Employees' Retirement Plan of Proskauer Rose LLP202428 50NONE$103,827
International Association of Sheet Metal, Air, Rail and Transportation Workers (smart) Local Union No. 36 Pension Fund202428 51 52 68NONE$101,548
Retirement Plan for Employees of Aetna Inc.202428 68NONE$91,204
Ricoh Family Group Pension Equity Plan202428 50NONE$81,901
Michael Best & Friedrich Employees' Pension Plan202428 50INVESTMENT ADVISOR$62,875
PHH Pension Plan202428 50NONE$36,471
Unicare Retirement Plan202451NONE$25,110
University of Notre Dame Employees' Pension Plan202428NONE$15,698
NBA Pension Plan for Coaches, Assistant Coaches and Trainers202428 51 52NONE$15,430
The Revlon-Uaw Pension Plan202428 50 51 68NONE$14,321
Western Conference of Teamsters Pension Plan202328 51 68NONE$4.0M
Jpmorgan Chase Retirement Plan202328 51 52 68NONE$3.6M
Shell Pension Plan202328 51NONE$3.0M
Pacific Gas and Electric Company Retirement Plan202328 50 51 52 68NONE$1.6M
Pension Plan of the Chubb Corporation202328 50NONE$1.6M
3m Employee Retirement Income Plan202328 50 51NONE$1.5M
IBM Personal Pension Plan202351PARTY-IN INTEREST$1.2M
Factory Mutual Insurance Company Pension Plan202328 51NONE$1.2M
Comerica Incorporated Retirement Income Account Plan202328 51 52 68NONE$1.0M
Genuine Parts Company Pension Plan202328 50 51 52 68NONE$1.0M
National Basketball Association Players' Pension Plan202328 51 52NONE$1.0M
United Association National Pension Fund202328 51NONE$979,863
Mgic Pension Plan202328 51INVESTMENT MANAGEMENT$966,985
The Citigroup Pension Plan202328 50 51 68NONE$908,928
University Hospitals Health System, Inc. Retirement Plan202327 28 50NONE$868,891
American Electric Power System Retirement Plan202328 50 51NONE$857,193
Massachusetts Institute of Technology Basic Retirement Plan202328INVESTMENT MANAGER$822,848
Toyota Motor Sales, U.S.A., Inc. Pension Plan202328 51N/A$794,298
Club Pension Plan202351 68INVESTMT MGMT$649,803
Retirement Plan of Marathon Oil Company202328 50 51 68NONE$631,727
The Bank of New York Mellon Corporation Pension Plan202328 50 51NONE$592,065
Michelin Retirement Plan202328 51NONE$577,627
Pinnacle West Capital Corporation Retirement Plan202328 51 68NONE$549,045
Navy Federal Credit Union Employees' Retirement Plan202351 68NONE$546,638
Siemens Pension Plan202328 50 51NONE$515,443
Pepsico, Inc. Employees Retirement Plan H202351NONE$495,752
The Metropolitan Museum of Art Retirement Plan for Covered Union Employees202351 68INVESTMENT MANAGER$491,738
FMC Corporation Employees' Retirement Program202328 50 51NONE$455,513
Pepsico Employees Retirement Plan I202351NONE$455,123
Retirement Security Plan202328 51 68INVESTMENT MANAGEMENT$454,619
Gciu - Employer Retirement Benefit Plan202328 51 68NONE$431,196
Pension Plan of L'Oreal USA, Inc.202328 51 68INVESTMENT MANAGER$420,036
Hess Corporation Employees' Pension Plan202328 50 51NONE$414,268
Time Warner Cable Pension Plan202328 51NONE$408,753
Harvard University Retirement Plan202351INVESTMENT MANAGEMENT$401,575
Cambia Health Solutions Retirement Plan202351 68NONE$400,465
Kamehameha Schools Retirement Plan202328 50 51 68NONE$396,009
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.202328 50INVESTMENT MANAGEMENT$378,866
Gannett Retirement Plan202328 51NONE$353,965
Ernst & Young Inactive Defined Benefit Retirement Plan202350 51FUND MANAGER$319,759
Massachusetts Laborers' Pension Fund202328 51 52 68NONE$317,732
Retirement Plan for Employees of Aetna Inc.202328 68NONE$309,338
Building Trades United Pension Trust Fund Milwaukee and Vicinity202319 28 51 52 68NONE$247,607
Siemens Energy, Inc. Pension Plan202328 50 51NONE$207,363
Hsbc - North America (U.S.) Pension Plan202328 50 51 52 68NONE$205,243
Employees' Retirement Plan of Ellis Hospital202351 68NONE$183,718
Kpmg Pension Plan202328 51NONE$175,701
Retirement Income Plan for Employees of Northern Arizona Healthcare202328 51NONE$162,686
Iron Workers Pension Plan of Western Pennsylvania202328 52NONE$156,654
Pension Plan a for Employees of Consumer Energy Company202320 50 51INVESTMENT MANAGEMENT$139,965
Retirement Plan for Employees of Uja-Federation202328 51 68NONE$130,718
Highmark Retirement Plan202328 50NONE$106,827
Pension Plan B for Employees of Consumers Energy Company202320 50 51INVESTMENT MANGEMENT$98,761
NBA Pension Plan for Coaches, Assistant Coaches and Trainers202328 51 52NONE$90,087
International Association of Sheet Metal, Air, Rail and Transportation Workers (smart) Local Union No. 36 Pension Fund202328 51 52 68NONE$89,808
Unicare Retirement Plan202351NONE$85,207
Ricoh Family Group Pension Equity Plan202328 50NONE$83,699
Employees' Retirement Plan of Proskauer Rose LLP202328 50NONE$69,607
Children's Hospital Corporation Pension Plan202351NONE$58,085
General Retirement Plan for Employees of Carpenter Technology Corporation202328 51INVESTMENT MANAGER$57,017
The Revlon-Uaw Pension Plan202328 50 51 68NONE$24,516
PHH Pension Plan202328 50NONE$22,352
Dimensions Health Corporation Pension Plan202328 51NONE$11,590
University of Notre Dame Employees' Pension Plan202328NONE$11,386
Berklee College of Music, Inc. Retirement Plan202327 51INVESTMENT MANAGER$9,494
Western Conference of Teamsters Pension Plan202228 51 68NONE$3.8M
Jpmorgan Chase Retirement Plan202228 51 52 68NONE$3.2M
Shell Pension Plan202228 51NONE$3.1M
IBM Personal Pension Plan202251 52PARTY-IN INTEREST$2.2M
Mgic Pension Plan202228 51INVESTMENT MANAGEMENT$1.7M
Pacific Gas and Electric Company Retirement Plan202228 50 51 52 68NONE$1.5M
3m Employee Retirement Income Plan202228 50 51NONE$1.4M
Factory Mutual Insurance Company Pension Plan202228 51NONE$1.4M
Siemens Pension Plan202228 50 51NONE$1.2M
Genuine Parts Company Pension Plan202228 50 51 68NONE$1.1M
Pension Plan of the Chubb Corporation202228INV-MGMT$1.1M
Pension Plan a for Employees of Consumer Energy Company202220 50 51INVESTMENT MANAGEMENT$1.1M
The Citigroup Pension Plan202228 50 51 68NONE$929,386
National Basketball Association Players' Pension Plan202228 51 52NONE$920,545
Toyota Motor Sales, U.S.A., Inc. Pension Plan202228 51N/A$919,027
Retirement Plan of Marathon Oil Company202228 50 51 68NONE$909,431
American Electric Power System Retirement Plan202228 50 51NONE$893,567
United Association National Pension Fund202228 51 68NONE$843,889
Pension Plan B for Employees of Consumers Energy Company202228 50 51INVESTMENT MANAGEMENT$765,659
Club Pension Plan202251 68INVESTMT MGMT$720,117
The Bank of New York Mellon Corporation Pension Plan202228 50 51NONE$639,908
Retirement Security Plan202228 51 68INVESTMENT MANAGEMENT$613,127
Pinnacle West Capital Corporation Retirement Plan202228 51 68NONE$603,959
University Hospitals Health System, Inc. Retirement Plan202228 50 51 52 72NONE$591,570
Pension Plan of L'Oreal USA, Inc.202228 51 68INVESTMENT MANAGER$589,925
Michelin Retirement Plan202228 51NONE$587,011
Pepsico, Inc. Employees Retirement Plan H202251NONE$565,762
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.202228 50INVESTMENT MANAGEMENT$526,919
Pepsico Employees Retirement Plan I202251NONE$524,346
FMC Corporation Employees' Retirement Program202228 50 51NONE$521,783
Gciu - Employer Retirement Benefit Plan202228 51 68NONE$518,659
Massachusetts Institute of Technology Basic Retirement Plan202228INVESTMENT MANAGER$504,758
Harvard University Retirement Plan202251INVESTMENT MANAGEMENT$486,381
Cambia Health Solutions Retirement Plan202251 68NONE$452,416
Comerica Incorporated Retirement Income Account Plan202228 51 52 68NONE$452,299
Retirement Plan for Employees of Aetna Inc.202228 68NONE$429,571
What changed