Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Welltower, Inc. Common Stocks in their Schedule of Assets, totaling $27.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED | RAHWAY NJ | — | $14.6B | $16.9M |
| 2 | RUSSELL INVEST INSTITUTIONAL FUNDS LLC GLOBAL REAL ESTATE SECURITIES F RUSSELL INVESTMENTS INSTITUTIONAL FUNDS LLC GLOBAL REAL ESTATE SECURITIES FUND | SEATTLE WA | — | $200.0M | $10.6M |
