Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding WELLTOWER INC Fixed income 04/01/26 4.250% N/A in their Schedule of Assets, totaling $2.2M 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 | LOCAL 365 UAW PENSION FUND LOCAL 365 UAW PENSION FUND | ENGLEWOOD CLIFFS NJ | 5 | $211.1M | $2.2M |
