Wellington Isc
2 more allocators and 11 more commitment rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Who backs this manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Illinois Education Association Staff Retirement Plan | 3 | 0 | Public equity | Jun 30, 2023 | Jun 30, 2025 | |
| Nextera Energy, Inc. Employee Pension Plan | 3 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2024 | |
| 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 |
+2 more allocators back this manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Funds on the tape
Corporate and Taft-Hartley plans (Schedule C)
- 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
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Illinois Education Association Staff Retirement Plan | CTF Intl Small Cap Research Equitycollective trust | Public equity | $5.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Nextera Energy, Inc. Employee Pension Plan | CTF Intl Small Cap Research Equitycollective trust | Public equity | $98.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | International Association of Sheet Metal, Air, Rail and Transportation Workers (smart) Local Union No. 36 Pension Fund | CTF Intl Small Cap Research Equitycollective trust | Public equity | $13.9M held | Disclosed holding | askebsa.dol.gov |
+11 more commitment 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.
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
Wellington Isc sits on 7 traced paths of capital across the graphs.
DFX traced 7 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+3 connections on the graph
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