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
Wells Fargo Bank, Na
unclassifiedMN
Advisory clients on the tape
1
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
1 allocators
- Mayer Brown LLP U.S.A. Cash Balance Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
9 allocators
- Ibew Local 325 Pension Fund Custodianthrough Aug 31, 2023
- Iron Workers L. No.12 Pension Fund Custodianthrough Jun 30, 2023
- Greenville Plumbers & Pipefitters Pension Fund Custodianthrough Jun 30, 2023
- Tidewater Electrical Industry Pension Fund Custodianthrough Dec 31, 2022
- Lacrosse Footwear, Inc. Pension Plan Trusteethrough Dec 31, 2022
- Penreco Pension Plan Custodianthrough Dec 31, 2022
- Moneygram Pension Plan Custodianthrough Dec 31, 2022
- The Willard Inter-Continental Hotel Retirement Plan Trusteethrough Dec 31, 2022
- Franklin Electric Co., Inc. Pension Plan Custodianthrough Dec 31, 2022
Schedule C rows
22 rows, $542,789 direct compensation as filed
What changed
- Wells Fargo Bank Na no longer appears on Mayer Brown LLP U.S.A. Cash Balance Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Wells Fargo Bank, Naaskebsa.dol.gov
- Wells Fargo no longer appears on Lacrosse Footwear, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Wells Fargo Bank, Naaskebsa.dol.gov