Wellington Large Cap Mandate Terminated by Pension Board

The Ocala General Employees’ Retirement Fund Board voted to terminate Wellington as a large cap equity manager and move the assets into a Vanguard index fund. The change follows a quarterly review of portfolio performance and manager results.

Document date · August 8, 2026

Track City of Ocala contracts

Get alerts when new contracts are awarded or existing ones approach renewal at City of Ocala.

Get started free

Create a free account · no credit card

Work in government? Get Civic IQ free

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

AgendaPacket

Source document

Ocala General Employees' Retirement Fund Board of Trustees AgendaPacket 2026-08-10

Related contracts

Other contracts from WELLINGTON.

View all →

Warwick Retirement System Agenda Retirement Board Meeting September 16, 2026

DISCUSSED

City of Warwick, Rhode IslandSep 16, 2026

Minnesota State Board of Investment AgendaPacket Investment Advisory Council Meeting 2026-09-10

ONGOING

Minnesota State Board of Investment, MinnesotaSep 10, 2026

North Dakota State Investment Board AgendaPacket 2026-08-26

APPROVED

North Dakota State Investment Board, North DakotaAug 23, 2026

City Pension Fund for Firefighters and Police Officers in the City of Miami Beach Agenda 2026-08-20

ONGOING

City of Miami Beach, Florida$900,000 management fees budgeted; $673,726 actual Oct 2025–July 2026Aug 20, 2026

Ocala Agenda Final August 10, 2026

APPROVED

City of Ocala - Procurement Department, FloridaAug 10, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Ocala?

WELLINGTON was awarded this financial services contract by City of Ocala, as recorded on August 8, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Ocala General Employees' Retirement Fund Board of Trustees AgendaPacket 2026-08-10 (AgendaPacket), dated August 8, 2026 from City of Ocala. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does WELLINGTON hold?

WELLINGTON may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View WELLINGTON's profile

What is City of Ocala currently buying?

Explore City of Ocala's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View City of Ocala's profile