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

unclassifiedMA
Advisory clients on the tape
13
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
13 allocators
Other roles
11 allocators
Schedule C rows
400 rows, $84.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Premera Pension Equity Plan202528 51 68INVESTMENT ADVISOR$98,033
Iuoe Local 30 Pension Fund202528 51NONE$74,438
Twin City Hospitals - Minnesota Nurses Association Pension Plan202428 51 52NONE$2.7M
Abbott - Abbvie Multiple Employer Pension Plan202428 50 51NONE$2.1M
Consolidated Edison Retirement Plan202428 51NONE$1.9M
North Central States Regional Council of Carpenters Pension Fund202428 51NONE$1.2M
Steelworkers Pension Trust202428 51NONE$870,629
Central Pension Fund of the Iuoe & Participating Employers202428NONE$869,133
Mid-America Carpenters Regional Council Pension Fund202428 51 68NONE$814,003
COX Enterprises, Inc. Pension Plan202451 52NONE$744,634
Electrical Contractors Assoc. of the City of Chgo Local Union 134, Ibew Joint Pension Trust of Chgo Pension Plan #2202428 51NONE$693,095
Construction Laborers Pension Trust Fund for Southern California202428 51 68NONE$645,653
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan202428 51NONE$639,293
The Cultural Institutions Pension Plan202428NONE$572,205
Operating Engineers Pension Trust202428 51NONE$569,224
Pension Plan for Employees of Dartmouth-Hitchcock202428 51 68NONE$463,670
Carpenters Pension Trust Fund of Kansas City202428 51INVESTMENT MANAGER$451,208
Screen Actors Guild - Producers Pension Plan202428 51 52NONE$384,317
Premier Health Partners Employees Retirement Plan202428 50 51 68NONE$360,437
Danaher Corporation & Subsidiaries Pension Plan202428 51NONE$317,375
Hancock Whitney Corporation Pension Plan202451NONE$309,845
Employees' Retirement Plan of the National Education Association202451NONE$299,806
The Pension Plan of Arrowood Indemnity Company202428 51NONE$296,722
Twin City Carpenters and Joiners Pension Fund202428 51 68NONE$293,075
NEW England Health Care Employees Pension Plan202428 51 68NONE$287,326
Retirement Plan of Idaho Power Company202451PARTY IN INTEREST$246,597
Bricklayers' Pension Trust Fund-Metropolitan Area202418 21 27 28 50 51NONE$233,657
Revised Retirement Plan for Eligible Employees of the New York Stock Exchange & Subsidiary Companies202451NONE$232,071
Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.202428 50INVESTMENT MANAGEMENT$231,778
California Teachers Association Employees Retirement Benefits Plan202428 51 52NONE$230,304
Metal Trades Branch Local 638 Pension Fund202428 51NONE$227,284
IBM Personal Pension Plan202451PARTY-IN-INTEREST$225,694
Construction Industry and Laborers Joint Pension Trust for So Nevada, Plan a202428 51 68NONE$223,332
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II202418 28 50NONE$222,153
Finra Employees Retirement Plan202428 50 51 68NONE$221,665
International Union of Operating Engineers Local 14-14b Pension Fd202428 51 68NONE$207,622
Teamsters Joint Council No. 83 of Virginia Pension Fund202428 50INVESTMENT MANAGER$203,520
Northwell Health Pension Plan202451NONE$199,996
Regions Financial Corporation Retirement Plan for Associates202418 50CUSTODIAL$198,501
Regions Financial Corporation Retirement Plan202428 50INVESTMENT MANAGER$192,530
Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust202451NONE$188,252
Construction Laborers Pension Trust of Greater St.202428 51NONE$182,946
Construction Industry Laborers Pension Fund202451INVESTMENT MANAGER$163,937
Visteon Pension Plan202428 50NONE$158,337
N. Atlantic States Carp. Guaranteed Annuity Fund202428 51NONE$153,203
Local 282 Pension Trust Fund202428 51NONE$152,212
Unite Here Health Staff Pension Plan202428 51NONE$151,489
N. Atlantic States Carp. Pension Fund202428 51NONE$147,411
Twin City Ironworkers Pension Plan202419 50 51NONE$139,966
The Retirement Plan of Rady Childrens Hospital and Health Center202428 50INVESTMENT MANAGEMENT$139,701
Steamfitters Industry Pension Fund202428 51$139,584
United Association General Officers and Employees Pension Fund202428 51 68NONE$136,085
Firmenich Pension Plan202428 50 51 68INVSESTMENT MANAGEMENT$135,174
Oregon Laborers-Employers Pension Plan202428 51 68NONE$131,379
Retirement Plan for Employees of the Univ of Miami202427 51 68NONE$129,765
Premera Pension Equity Plan202428 51 68INVESTMENT ADVISOR$124,662
Pipe Trades District Council No 36 Pension Trust202451 52NONE$123,431
Centerpoint Energy Retirement Plan202428 51NONE$123,000
Presbyterian Healthcare Services Employees' Pension Plan II202451NONE$122,290
Standex International Corporation Pension Plans202428 51 68NONE$121,223
Cargill, Inc. and Associated Companies Salaried Employees Pension Plan202428 51NONE$120,980
Group Retirement Income Plan No.16202428 50 51NONE$116,233
Truck Drivers & Helpers Local Union No. 355 Retirement Plan202428 51INVESTMENT MANAGER$106,057
The Teknor Apex Company Retirement Plan202418 51NONE$104,284
Electrical Workers Local No. 292 Pension Plan202428 51 68NONE$103,719
Recology Defined Benefit Pension Plan202428 51 68NONE$98,540
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute202451NONE$90,947
CRH Americas Pension Plan202428 51NONE$88,179
Cement Masons Local 526 Pension Plan202451 68NONE$86,655
UA Local 190 Pension Plan202451NONE$82,253
BD Retirement Plan202428 51INVESTMENT MANAGEMENT$82,131
I.B.E.W. Local 769 Management Pension Plan a202428 51NONE$80,209
Milwaukee Drivers Pension Plan202428 51NONE$77,747
Alaska Plumbing and Pipefitting Industry Pension Plan202428 51 68NONE$76,352
Mission Support and Test Services LLC (msts) Employee Retirement Plan202428NONE$74,535
United Food and Commercial Workers Unions and Employers Pension Plan202451NONE$70,735
Iuoe Local 30 Pension Fund202428 51NONE$62,563
Iron Workers District Council of Western New York and Vicinity Pension Plan202451NONE$60,443
American International Group, Inc. Retirement Plan202451NONE$58,026
The Budd Company Employee Pension Plan202417NONE$57,661
The Retirement Plan of Central Georgia Health Systems, Inc.202450 51NONE$56,449
Chicago Tile Institute Pension Fund202451NONE$54,524
LOS Angeles Hotel-Restaurant Employer-Union Retirement Fund202451NONE$54,154
National Fuel Gas Company Retirement Plan202428 50 68INVESTMENT MGMT$52,553
Schlage Lock Company LLC Pension Plan202428 51NONE$51,744
League - Atpam Pension Fund202451 68NONE$48,801
Eastern Shore Teamsters Pension Fund202428 51INVESTMENT MANAGER$48,575
I.B.E.W. Local Union No. 90 Pension Fund202451NONE$47,672
NCR Pension Plan202428 51NONE$43,812
United Mine Workers of America 1985 Construction Workers Pension Plan202451NONE$41,593
ABB Inc. Pension Plan of Fischer & Porter Company202427 50 51 52NONE$41,359
Parkview Health System, Inc. Employees Pension Plan202428NONE$41,201
Retirement Plan for Employees of Concord Hospital202428 51NONE$39,900
Teledyne Technologies Incorporated Pension Plan202428 51 52 68NONE$38,302
Kansas City Cement Masons Pension Fund202428NONE$34,759
Ibew Local #952 Ventura Division of la County Chapter Neca Pension Trust Fund202428NONE$34,408
Flowserve Corporation Pension Plan202428INVESTMENT MANAGEMENT$33,790
Cargill, Inc. and Associated Companies Pension Plan for Union Represented Hourly Wage Employees202428 51NONE$31,523
Corning Hospital Pension Plan202428 50 51NONE$30,847
Ironworkers Local #16 Pension Plan202450 51 68NONE$29,487
United Food and Commercial Workers Local 1546 Pension Plan202428 51 52NONE$29,252
Sheet Metal Workers Local Union No 71 Pension Plan202451NONE$28,992
Journeymen & Apprentices of Local 188 Pension Fund202428 51 68NONE$28,808
Plumbers & Steamfitters Local 118 Pension Plan202428 51NONE$28,539
International Foundation Employees Retirement Plan202450 51 68NONE$23,222
The Newspaper Guild International Pension Plan202428 51NONE$23,220
Unum Group Pension Plan202428 51NONE$23,103
Allstate Retirement Plan202418 19 50 51NONE$22,157
Arizona Sheet Metal Pension Trust Fund202451NONE OTHER THAN CONTRACT$21,470
NEW York Backstretch Employees Pension Plan202421NONE$20,987
Cement Masons Union Local 592 Pension Plan202451 52 68NONE$20,249
Retail Food Employers & Ufcw Local 711 Pension202451NONE$19,346
Employee Retirement Plan of S&p Global Inc and Its Subsidiaries202428 50NONE$18,896
Contran Corporation Pension Plan202428 51 68SERVICE PROVIDER$18,728
Ywca Retirement Fund, Inc.202451INVESTMENT MANAGER$18,241
Southern Ohio Medical Center Cash Balance Pension Plan202428 50 51NONE KNOWN$18,163
NEW Orleans Employers-International Longshoremen's Association,afl-Cio,pension Plan202451NONE$17,291
ST. Clair Hospital Retirement Plan202428NONE$16,630
Gibson, Dunn & Crutcher LLP Partners Cash Balance Plan202451NONE$16,538
Emory Healthcare, Inc. Retirement Plan202428NONE$16,474
SUN Health Corporation Pension Plan202427 50NONE$12,775
Indiana Gas Company, Inc. Bargaining Unit Retirement Plan202428 51NONE$11,000
Plain Dealer Publishing Co. Guild Retirement Plan202452NONE$9,133
Vectren Corporation Combined Non-Bargaining Retirement Plan202428 51NONE$9,000
Pension Plan for Hourly Employees of Southern Indiana Gas & Electric Company202428 51INVESTMENT MANAGER$9,000
Heat & Frost Insulators and Allied Workers Local 6 Pension Fund202428 51NONE$7,477
Retirement Programs of Nl Industries, Inc.202428 51 68SERVICE PROVIDER$7,054
Cargill, Inc and Assoc. Co's Pension Plan for Production Employees202428 51NONE$6,472
American Sugar Refining and Subsidiaries Pension P202451NONE$1,650
Unite Here Local 25 and Hotel Association of Washington, Dc Pension Plan202428 52NONE
NEW Century Energies, Inc. Retirement Plan for Public Service Company of Colorado Bargaining Unit Ees and Former Non-Bargaining Unit Ees202452NONE
NEW Century Energies, Inc. Retirement Plan for Southwestern Public Service Co. Bargaining Unit Ee and Former Non-Bargaining Unit Employees202452NONE
Electricians Pension Plan, Ibew 995202452NONE
Dtts Pension Plan202452NONE
Graymont U.s.non-Union Defined Benefit Pension Plan202452INVESTMENT MANAGER
Xcel Energy Pension Plan and Xcel Energy Pension Plan for Bargaining Employees202452NONE
Marble, Tile, and Terrazzo Workers Pension Fund202428 52NONE
Xcel Energy Inc. Non-Bargaining Pension Plan (south)202452NONE
Graymont U.S. Union Defined Benefit Pension Plan202452INVESTMENT MANAGER
Abbott - Abbvie Multiple Employer Pension Plan202328 50 51NONE$2.0M
Consolidated Edison Retirement Plan202328 51NONE$1.9M
North Central States Regional Council of Carpenters Pension Fund202328 51NONE$1.0M
ABB Inc. Merged Pension Plan202327 50 51 52NONE$891,491
Mid-America Carpenters Regional Council Pension Fund202328 51 68NONE$891,049
Steelworkers Pension Trust202328 51NONE$761,567
COX Enterprises, Inc. Pension Plan202351NONE$740,881
The Retirement Plan for Employees of Pentagon Federal Credit Union202321 27 28 51TRUSTEE, INVESTMENT MGR$699,515
Operating Engineers Pension Trust202328 51NONE$694,649
Central Pension Fund of the Iuoe & Participating Employers202351NONE$679,652
Construction Laborers Pension Trust Fund for Southern California202328 51 68NONE$651,537
What changed