Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Wellington Trust Wellington Trust International Opportunities Fund in their Schedule of Assets, totaling $238K 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 | APEX TOOL GROUP, LLC APEX TOOL GROUP INDIVIDUAL ACCOUNT RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES | SPARKS MD | 117 | $5.9M | $238K |
