WELLINGTON INVESTMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
4
Active participants
14
Total plan assets
$61.1B
Filings (rows)
4
Direct comp
$3.6M
Indirect comp
$0
Aggregating 2 name variants under "WELLINGTON INVESTMENT"
SERVICES PROVIDED
Advisor / Consultant3
Other1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| WELLINGTON CTF CORE BOND PLUS FUND | 3 |
Top plans served
All 4 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DELTA AIR LINES, INC. DELTA MASTER TRUST | ATLANTA, GA | Advisor / Consultant INVESTMENT MANAGER | — | $20.5B | $1.5M |
| DELTA AIR LINES, INC. DELTA MASTER TRUST | ATLANTA, GA | Advisor / Consultant INVESTMENT MANAGER | — | $20.3B | $645K |
| DELTA AIR LINES, INC. DELTA MASTER TRUST | ATLANTA, GA | Advisor / Consultant INVESTMENT MANAGER | — | $20.1B | $1.4M |
| SANTAFE HEALTHCARE, INC. SANTAFE HEALTHCARE, INC. PENSION PLAN | GAINESVILLE, FL | Other NONE | 14 | $105.2M | $25K |