Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Wellington Trust Company WTC-CIF II Small Cap Opportunities Portfolio in their Schedule of Assets, totaling $145.0M 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 | THE SHERWIN-WILLIAMS COMPANY THE SHERWIN-WILLIAMS COMPANY 401(K) PLAN | CLEVELAND OH | 47,319 | $10.6B | $116.6M |
| 2 | THE SHERWIN-WILLIAMS COMPANY THE SHERWIN-WILLIAMS COMPANY SALARIED EMPLOYEES' REVISED PENSION INVESTMENT PLAN | CLEVELAND OH | 47,415 | $1.7B | $28.1M |
| 3 | THE SHERWIN-WILLIAMS COMPANY |
CLEVELAND OH |
| 935 |
| $58.3M |
| $305K |
