DFX Intelligence

174 more Schedule C rows and 16 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.

Wellington Management

unclassified· MA

unclassified

174 more Schedule C rows and 16 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 on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

2 allocators

University Hospitals Health System, Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Berklee College of Music, Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500

1 allocator

177 rows, $110M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Navy Federal Credit Union Employees' Retirement Plan	2025	51 68	NONE	$447,961
Children's Hospital Corporation Pension Plan	2025	51	NONE	$279,000
Jpmorgan Chase Retirement Plan	2024	28 51 52 68	NONE	$2.8M

+174 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.

Dec 31, 2025Manager relationship endedinferenceGenuine Parts Company Pension Plan
Wellington Mgmt Company no longer appears on Genuine Parts Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
with Wellington Managementaskebsa.dol.gov
Dec 31, 2025Manager relationship startedMidwest Pension Plan
Wellington Management Company LLP appears on Midwest Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
with Wellington Managementaskebsa.dol.gov
Dec 31, 2025Manager relationship endedinferenceRetirement Plan of Marathon Oil Company
Wellington Management Company no longer appears on Retirement Plan of Marathon Oil Company's Schedule C as investment manager (plan year 2025 vs 2024)
with Wellington Managementaskebsa.dol.gov
Dec 31, 2024Holding startedSwift Pension Plan
Swift Pension Plan first reports an interest in Wellington Cif II US Inv Grd Corp L (Wellington Management): $83M at 2024-12-31
with Wellington Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceBuilding Trades United Pension Trust Fund Milwaukee and Vicinity
Wellington Trust Company, Na no longer appears on Building Trades United Pension Trust Fund Milwaukee and Vicinity's Schedule C as investment manager (plan year 2024 vs 2023)
with Wellington Managementaskebsa.dol.gov

+16 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.