Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding WTC-CIF II International Opportunities (Series 4) in their Schedule of Assets, totaling $25.5M 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 | M. A. MORTENSON COMPANY M. A. MORTENSON COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN AND TRUST | MINNEAPOLIS MN | 3,429 | $826.6M | $25.4M |
| 2 | M. A. MORTENSON COMPANY M. A. MORTENSON COMPANY RETIREMENT SAVINGS PLAN AND TRUST FOR TRADE EMPLOYEES | MINNEAPOLIS MN | 3,735 | $38.7M | $157K |
