Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding WEX INC COM CUSIP: 96208T104 in their Schedule of Assets, totaling $3.9M 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 | HONEYWELL INTERNATIONAL INC HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST | CHARLOTTE NC | — | $16.2B | $1.8M |
| 2 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX | — | $18.5B | $1.4M |
| 3 | THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS US SMALL MID CAP ACTIVE EQUITY FUND |
ATLANTA GA |
| — |
| $154.9M |
| $725K |
| 4 | SCHLUMBERGER LIMITED SCHLUMBERGER MASTER PROFIT SHARING TRUST | HOUSTON TX | — | $7.7B | $5K |
