DFX Intelligence
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Reading the graph
Allocators
Milwaukee, WI
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| CIF Global Research Equity | Wellington Trust Company, Na | Public equity | $22.8M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| CIF Global Research Equity | Wellington Trust Company, Na | Public equity | $17.3M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| CIF Global Research Equity | Wellington Trust Company, Na | Public equity | $17.0M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| CTF Durable Companies | n/a | Pooled vehicle | $13.7M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Wtc-Cif Enduring Assets | Wellington Trust Company, Na | Pooled vehicle | $12.8M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Wtc-Cif II Downside Alpha Opportuni | Wellington Fd | Pooled vehicle | $12.2M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| CTF Durable Companies | n/a | Pooled vehicle | $11.5M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Wtc-Cif Enduring Assets | Wellington Trust Company, Na | Pooled vehicle | $11.4M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Wtc-Cif Enduring Assets | Wellington Trust Company, Na | Pooled vehicle | $11.1M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| CTF Global Quality Growth | n/a | Pooled vehicle | $7.5M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| CTF Global Quality Growth | n/a | Pooled vehicle | $5.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $3.6M | Dec 31, 2024 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 6 | $22.2M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 33 | $132M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 8 | $31.3M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 12 | $46.4M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 39 | $156M | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Willis Towers Watson US LLC | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| U.S. Bank, N.A. | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Welling Management Co LLC | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| Wellington Management | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |