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.
Manager
Wellington Isc
EIN 462546180
Public LPs on the tape
5
distinct allocators disclosing a fund
Commitment rows
14
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
3
Schedule C investment manager rows
Who backs this manager
5 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Illinois Education Association Staff Retirement Plan | 3 | 0 | Public equity | Jun 30, 2023 | Jun 30, 2025 | |
| International Association of Sheet Metal, Air, Rail and Transportation Workers (smart) Local Union No. 36 Pension Fund | 3 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2024 | |
| Chicago Tile Institute Pension Fund | 3 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2024 | |
| Nextera Energy, Inc. Employee Pension Plan | 3 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2024 | |
| NEW England Health Care Employees Pension Plan | 2 | 0 | Public equity | Dec 31, 2023 | Dec 31, 2024 |
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
3 plans
- Illinois Education Association Staff Retirement Planplan years 2023
- Crown Equipment Corporation Retirement Planplan years 2023
- Nextera Energy, Inc. Employee Pension Planplan years 2022
Commitment rows
14 rows
What changed
- Wellington no longer appears on Crown Equipment Corporation Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Iscaskebsa.dol.gov
- NEW England Health Care Employees Pension Plan first reports an interest in CTF Intl Small Cap Research Equity (Wellington Isc): $35M at 2023-12-31with Wellington Iscaskebsa.dol.gov