WELLS CAPITAL
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
68
Active participants
262,124
Total plan assets
$270.7B
Filings (rows)
69
Direct comp
$30.7M
Indirect comp
$36K
Aggregating 6 name variants under "WELLS CAPITAL"
SERVICES PROVIDED
Other54
Advisor / Consultant14
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| ALLSPRING CLOSED END BOND FUND | 8 |
| WELLS CAPITAL EMERGING MARKET EQ FD | 3 |
| WELLS CAP CEF RET PLAN | 3 |
| WELLS CAPITAL MNGEMENT EMERGING MKT | 3 |
| WELLS FARGO EMERG MKTS EQU FUND | 2 |
| WELLS FARGO EMERGING MKTS EQTY FD | 2 |
| WF EMERGING MARKETS EQUITY 3C1 FUND | 2 |
Top plans served
Showing top 69 of 68 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| RTX CORPORATION RTX SAVINGS PLAN MASTER TRUST | FARMINGTON, CT | Other NONE | — | $52.4B | $96K |
| RAYTHEON TECHNOLOGIES CORPORATION RAYTHEON TECHNOLOGIES CORPORATION SAVINGS PLAN MASTER TRUST | FARMINGTON, CT | Other NONE | — | $48.6B | $174K |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK, NY | Other PARTY-IN INTEREST | 14,881 | $25.5B | $2.5M |
| NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY PENSION PLAN | NEWTOWN SQUARE, PA | Other NONE | 28,308 | $11.2B | $1.8M |
| THE KROGER CO. THE KROGER CO. DEFINED CONTRIBUTION PLAN MASTER TRUST | CINCINNATI, OH | Other INVESTMENT | — | $10.8B | $885K |
| NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES NATIONAL ELEVATOR INDUSTRY PENSION PLAN | NEWTOWN SQUARE, PA | Other NONE | 27,434 | $10.4B | $1.7M |
| THE KROGER CO. THE KROGER CO. DEFINED CONTRIBUTION PLAN MASTER TRUST | CINCINNATI, OH | Other INVESTMENT | — | $10.1B | $1.4M |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other INV-MGMT | — | $9.1B | $347K |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other INV-MGMT | — | $8.8B | $1.7M |
| TEXTRON INC. TEXTRON INC. MASTER TRUST | PROVIDENCE, RI | Other INVESTMENT MGMT | — | $7.9B | $2.7M |
| TEXTRON INC. TEXTRON INC. MASTER TRUST | PROVIDENCE, RI | Other NONE | — | $7.6B | $2.7M |
| COX ENTERPRISES, INC. COX ENTERPRISES, INC. PENSION PLAN | ATLANTA, GA | Other NONE | 22,497 | $7.4B | $1.5M |
| TEXTRON INC. TEXTRON INC. MASTER TRUST | PROVIDENCE, RI | Other NONE | — | $7.2B | $3.1M |
| COX ENTERPRISES, INC. COX ENTERPRISES, INC. PENSION PLAN | ATLANTA, GA | Other NONE | 20,043 | $7.1B | $1.1M |
| HP INC. HP INC. MASTER TRUST | SPRING, TX | Other NONE | — | $5.5B | $27K |
| SCHLUMBERGER LIMITED SCHLUMBERGER MASTER PENSION TRUST | HOUSTON, TX | Other NONE | — | $3.8B | $82K |
| BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLAN UFCW NO. CALIFIORNIA EMPLOYERS JOINT PENSION PLAN | CONCORD, CA | Other NONE | 43,053 | $2.9B | $264K |
| CSX CORPORATION CSX CORPORATION MASTER PENSION TRUST | JACKSONVILLE, FL | Other NONE | — | $2.5B | $314K |
| CSX CORPORATION CSX CORPORATION MASTER PENSION TRUST | JACKSONVILLE, FL | Other NONE | — | $2.4B | $30K |
| PHILLIPS 66 COMPANY PHILLIPS 66 RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT MANAGER | 11,317 | $2.2B | $0 |
| PHILLIPS 66 COMPANY PHILLIPS 66 RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT MANAGER | 11,709 | $2.2B | $15K |
| PHILLIPS 66 COMPANY PHILLIPS 66 RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT MANAGER | 10,346 | $2.1B | $8K |
| BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUND TWIN CITY CARPENTERS AND JOINERS PENSION FUND | BLOOMINGTON, MN | Other NONE | 5,909 | $2.0B | $47K |
| BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUND TWIN CITY CARPENTERS AND JOINERS PENSION FUND | BLOOMINGTON, MN | Other NONE | 6,440 | $1.9B | $632K |
| DEERE & COMPANY JOHN DEERE HEALTH BENEFIT PLAN FOR RETIRED UNION EMPLOYEES | MOLINE, IL | Other NONE | — | $1.9B | $372K |
| DEERE & COMPANY JOHN DEERE HEALTH BENEFIT PLAN FOR RETIRED UNION EMPLOYEES | MOLINE, IL | Other NONE | — | $1.9B | $5K |
| BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUND TWIN CITY CARPENTERS AND JOINERS PENSION FUND | BLOOMINGTON, MN | Other NONE | 6,412 | $1.8B | $577K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS CORE FIXED INCOME FUND | WOBURN, MA | Advisor / Consultant SUBADVISOR | — | $1.7B | $1.1M |
| NCR CORPORATION NCR SAVINGS PLAN | ATLANTA, GA | Other NONE | 10,310 | $1.7B | $38K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS CORE FIXED INCOME FUND | WOBURN, MA | Advisor / Consultant SUBADVISOR | — | $1.5B | $1.0M |
| SAFEWAY INC. EMPLOYEE RETIREMENT PLAN OF SAFEWAY INC. AND ITS DOMESTIC SUBSIDIARIES | PLEASANTON, CA | Other NONE | 7,801 | $1.2B | $235K |
| SAFEWAY INC. EMPLOYEE RETIREMENT PLAN OF SAFEWAY INC. AND ITS DOMESTIC SUBSIDIARIES | PLEASANTON, CA | Other NONE | 8,473 | $1.2B | $254K |
| DOMINION ENERGY, INC. DOMINION ENERGY RETIREE HEALTH AND WELFARE PLAN | RICHMOND, VA | Other INV-MGMT | — | $1.1B | $86K |
| DOMINION ENERGY, INC. DOMINION ENERGY RETIREE HEALTH AND WELFARE PLAN | RICHMOND, VA | Other INV-MGMT | — | $1.0B | $406K |
| GLOBAL TRUST COMPANY CAHABA PARTNERS CORE FIXED INCOME FUND | WOBURN, MA | Advisor / Consultant SUBADVISOR | — | $394.8M | $768K |
| GENERAL MILLS, INC. GMI INVESTMENT TRUST - POOLED INTERNATIONAL FUND | MINNEAPOLIS, MN | Other NONE | — | $387.3M | $131K |
| CONSOLIDATED RAIL CORPORATION MASTER TRUST CONRAIL/IHB EMPLOYEES PENSION TRUST | PHILADELPHIA, PA | Other NONE | — | $295.1M | $39K |
| PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST PENSION PLAN OF THE PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST | DES MOINES, IA | Other | 1,233 | $293.5M | $107K |
| CONSOLIDATED RAIL CORPORATION MASTER TRUST CONRAIL/IHB EMPLOYEES PENSION TRUST | PHILADELPHIA, PA | Other NONE | — | $288.2M | $35K |
| CONSOLIDATED RAIL CORPORATION MASTER TRUST CONRAIL/IHB EMPLOYEES PENSION TRUST | PHILADELPHIA, PA | Other NONE | — | $278.8M | $12K |
| DOMINION ENERGY, INC. DOMINION ENERGY TRANSMISSION UNION RETIREE HEALTH AND WELFARE PLAN | RICHMOND, VA | Other INV-MGMT | — | $266.9M | $18K |
| PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST PENSION PLAN OF THE PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUST | DES MOINES, IA | Other | 1,164 | $259.8M | $107K |
| DOMINION ENERGY, INC. DOMINION ENERGY TRANSMISSION UNION RETIREE HEALTH AND WELFARE PLAN | RICHMOND, VA | Other INV-MGMT | — | $235.8M | $76K |
| SHAWS SUPERMARKETS INC SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES | BOISE, ID | Other NONE | 5,215 | $229.7M | $43K |
| SHAWS SUPERMARKETS INC SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES | BOISE, ID | Other NONE | 5,418 | $229.6M | $51K |
| SHAWS SUPERMARKETS INC SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES | BOISE, ID | Other NONE | 5,305 | $222.7M | $62K |
| AMPEX CORPORATION AMPEX RETIREMENT MASTER TRUST | STAMFORD, CT | Advisor / Consultant INVESTMENT MANAGER | — | $198.5M | $82K |
| CONAGRA BRANDS, INC. BANQUET EMPLOYEES - UNIONS PENSION TRUST FUND | OMAHA, NE | Other NONE | 973 | $194.8M | $103K |
| TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC. TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC. RETIREMENT INCOME PLAN | NEW ORLEANS, LA | Other | — | $185.6M | $85K |
| CONAGRA BRANDS, INC. BANQUET EMPLOYEES - UNIONS PENSION TRUST FUND | OMAHA, NE | Other NONE | 830 | $183.9M | $102K |
| TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC. TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC. RETIREMENT INCOME PLAN | NEW ORLEANS, LA | Other | — | $180.6M | $40K |
| CONAGRA BRANDS, INC. BANQUET EMPLOYEES - UNIONS PENSION TRUST FUND | OMAHA, NE | Other NONE | 791 | $174.9M | $111K |
| TEAMSTERS LOCAL 830 PENSION PLAN TEAMSTERS LOCAL 830 PENSION PLAN | PHILADELPHIA, PA | Other NONE | 408 | $169.2M | $7K |
| AMPEX CORPORATION AMPEX RETIREMENT MASTER TRUST | STAMFORD, CT | Advisor / Consultant INVESTMENT MANAGER | — | $159.6M | $79K |
| AMPEX CORPORATION AMPEX CONSOLIDATED RETIREMENT PLAN | STAMFORD, CT | Advisor / Consultant INVESTMENT MANAGER | 0 | $159.6M | $79K |
| DOMINION ENERGY, INC. DOMINION ENERGY OHIO UNION RETIREE HEALTH AND WELFARE PLAN | RICHMOND, VA | Other INV-MGMT | — | $153.9M | $11K |
| DOMINION ENERGY, INC. DOMINION ENERGY OHIO UNION RETIREE HEALTH AND WELFARE PLAN | RICHMOND, VA | Other INV-MGMT | — | $139.0M | $48K |
| BOARD OF TRUSTEES OF LOCAL 816 LABOR AND MANAGEMENT PENSION TRUST FUND LOCAL 816 LABOR & MANAGEMENT PENSION TRUST FUND | FLORAL PARK, NY | Other NONE | 593 | $116.1M | $75K |
| GENERAL MILLS, INC. GMI INVESTMENT TRUST - POOLED INTERNATIONAL EMERGING MARKETS FUND | MINNEAPOLIS, MN | Other NONE | — | $114.7M | $905K |
| AMPEX CORPORATION AMPEX RETIREMENT MASTER TRUST | STAMFORD, CT | Advisor / Consultant INVESTMENT MANAGER | — | $109.4M | $40K |
| AMPEX CORPORATION AMPEX CONSOLIDATED RETIREMENT PLAN | STAMFORD, CT | Advisor / Consultant INVESTMENT MANAGER | 0 | $109.4M | $40K |
| TEAMSTERS SECURITY FUND FOR SOUTHERN NEVADA LOCAL 14 TEAMSTERS SECURITY FUND FOR SOUTHERN NEVADA LOCAL 14 | LAS VEGAS, NV | Other NONE OTHER THAN CONTRACT | 3,779 | $33.9M | $8K |
| UNITED SUPERMARKETS, L.L.C. RETIREMENT PLAN FOR EMPLOYEES OF UNITED SUPERMARKETS, L.L.C. | LUBBOCK, TX | Other NONE | 706 | $31.0M | $8K |
| DMB SPORTS CLUBS LIMITED PARTNERSHIP DMB SPORTS CLUBS LTD PARTNERSHIP EMPLOYEE SAVINGS TRUST | PHOENIX, AZ | Other NONE | 275 | $19.3M | $20K |
| DMB SPORTS CLUBS LIMITED PARTNERSHIP DMB SPORTS CLUBS LTD PARTNERSHIP EMPLOYEE SAVINGS TRUST | PHOENIX, AZ | Other NONE | 264 | $16.2M | $20K |
| DMB SPORTS CLUBS LIMITED PARTNERSHIP DMB SPORTS CLUBS LTD PARTNERSHIP EMPLOYEE SAVINGS TRUST | PHOENIX, AZ | Other NONE | 237 | $13.7M | $28K |
| BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA RETIREMENT PLAN | DURHAM, NC | Advisor / Consultant INVESTMENT MANAGER | 0 | $316K | $14K |
| AMPEX CORPORATION AMPEX CORPORATION EMPLOYEES' RETIREMENT PLAN | STAMFORD, CT | Advisor / Consultant INVESTMENT MANAGER | 0 | $0 | $1K |
| AMPEX CORPORATION QUANTEGY-AMPEX RETIREMENT PLAN | STAMFORD, CT | Advisor / Consultant INVESTMENT MANAGER | 0 | $0 | $81K |