Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Welltower, Inc. in their Schedule of Assets, totaling $71.9M 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 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $28.8M |
| 2 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $10.5M |
| 3 | BOARD OF TRUSTEES, FELRA & UFCW PENSION FELRA & UFCW PENSION PLAN |
SPARKS MD |
| 0 |
| $1.4B |
| $4.4M |
| 4 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON IL | 39,712 | $37.7B | $3.4M |
| 5 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD CT | 74,487 | $23.2B | $2.9M |
| 6 | NOKIA OF AMERICA CORPORATION NOKIA SAVINGS/401(K) PLAN | MURRAY HILL NJ | 6,331 | $9.8B | $2.9M |
| 7 | BOARD OF TRUSTEES OF GC-NPF GRAPHIC COMMUNICATIONS NATIONAL PENSION FUND | CAROL STREAM IL | 519 | $1.5B | $2.6M |
| 8 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $2.5M |
| 9 | WELLS FARGO & COMPANY WELLS FARGO & COMPANY CASH BALANCE PLAN | MINNEAPOLIS MN | 40,642 | $8.3B | $2.1M |
| 10 | UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL PA | — | $1.4B | $1.7M |
