Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wellington International Opportunities Series 1 Portfolio Collective Investment Trust in their Schedule of Assets, totaling $15.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA RETIREMENT PLAN | NEW YORK NY | 11,597 | $5.9B | $15.7M |
| 2 | CREIGHTON UNIVERSITY RETIREMENT PLAN OF CREIGHTON UNIVERSITY | OMAHA NE | 3,738 | $684.0M | $13K |
| 3 | TOWER HILL SCHOOL TOWER HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
WILMINGTON DE |
| 167 |
| $64.7M |
| $2K |
