Original filing (PDF)20251010154412NAL0004385603001

WILLIS TOWERS WATSON US LLC

Name: WILLIS TOWERS WATSON US LLC — WILLIS TOWERS WATSON SAVINGS PLAN FOR U.S. EMPLOYEES, Form 5500 (2024)
Creator: WILLIS TOWERS WATSON US LLC

Form 5500

FILING_RECEIVED

WILLIS TOWERS WATSON SAVINGS PLAN FOR U.S. EMPLOYEES

401(k) retirement plan

Signals · 1

34% in single holding

Active participants

15,893

Accounts w/ balance

23,815

Plan assets (EOY)

$4.5B

Net assets (EOY)

$4.5B

How this plan invests

This plan

1 pooled trust

Schedule D

378 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "7299967X0 VANGUARD INSTITUTIONAL 500 INDEX TRUST" is 34% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIS TOWERS WATSON US LLC.

Plan sponsor

Name

WILLIS TOWERS WATSON US LLC

EIN

53-0181291

Address

800 NORTH GLEBE ROAD · ARLINGTON, VA · 22203

Phone

(703) 258-8000

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

DELOITTE & TOUCHE, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	84-1532243	—	RECORDKEEPER	$1.1M	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	—	INVESTMENT MANAGER	$874K	—

Investments

375 direct securities · 1 pooled fund· $8.8B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Master Trust

$4.4B

1 holding

Uncategorized

$4.4B

375 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
WILLIS TOWERS WATSON SVNGS PLN TRST WILLIS TOWERS WATSON US LLC · EIN 53-0181291 / PN 007	Master Trust	—	—	$4.4B	97.9%
7299967X0 VANGUARD INSTITUTIONAL 500 INDEX TRUST	—	—	$925.3M	$1.5B	32.8%
7299967Z5 VANGUARD INSTITUTIONAL TOTAL INTL STOCK MARKET INDEX TRUST	—	—	$700.6M	$786.5M	17.6%
7299967V4 VANGUARD INSTITUTIONAL TOTAL BOND MARKET INDEX TRUST	—	—	$609.3M	$582.5M	13.0%
7299967Y8 VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX TRUST	—	—	$372.2M	$463.8M	10.4%
7299967F9 VANGUARD LONG-TERM	—	—	$220.8M	$180.4M	4.0%
TOWERS WATSON SAVINGS	—	—	$157.0M	$174.1M	3.9%
7299967D4 VANGUARD REAL ESTATE	—	—	$140.7M	$166.0M	3.7%
38141W273 GOLDMAN SACHS VAR 12/49	—	—	$136.4M	$136.4M	3.1%
7299967U6 BLACKROCK US TIP UNIT	—	—	$118.8M	$118.8M	2.7%
85744L659 SSGA RUSSELL ALL CAP	—	—	$33.4M	$41.1M	0.9%
75947M364 GQC PARTNERS US SELECT QUALITY EQUITY CIT	—	—	$21.0M	$36.0M	0.8%
74443R209 PRUDENTIAL CORE PLUS BOND FUND CLASS 6	—	—	$15.8M	$15.9M	0.4%
SSGA GLOBAL EQUITY EX USA INDEX NL SERIES CL A -	—	—	$14.8M	$15.8M	0.4%
94966P596 WTC-CIF II CORE BOND PLUS (SERIES 4) PORTFOLIO	—	—	$17.7M	$15.8M	0.4%
09258C798 BLACKROCK TOTAL RETURN COMMINGLED FUND	—	—	$16.0M	$15.6M	0.3%
09186G408 BLACK CREEK INTERNATIONAL EQUITY CIT, CLASS C	—	—	$6.0M	$6.7M	0.1%
MICROSOFT CORP	—	—	$2.1M	$6.1M	0.1%
75947L168 GQC PARTNERS INTL EQUITY CIT	—	—	$4.6M	$5.9M	0.1%
APPLE INC	—	—	$1.5M	$5.7M	0.1%
57771A401 MAWER INTERNATIONAL	—	—	$4.5M	$5.5M	0.1%
92836K862 SUSTAINABLE GROWTH ADVISERS INTERNATIONAL CIT	—	—	$5.5M	$5.4M	0.1%
AMAZON.COM INC	—	—	$2.8M	$4.6M	0.1%
B7TL820 META PLATFORMS INC	—	—	$2.1M	$4.5M	0.1%
BYY88Y7 ALPHABET INC	—	—	$977K	$4.4M	<0.1%
NVIDIA CORP	—	—	$527K	$3.7M	<0.1%
66586U445 NTGI COLLECTIVE GOVT SHORT-TERM INVEST FD	—	—	$3.2M	$3.2M	<0.1%
B2PZN04 VISA INC	—	—	$1.3M	$2.4M	<0.1%
UNITEDHEALTH GROUP INC	—	—	$1.3M	$2.2M	<0.1%
TAIWAN SEMICONDUCTOR	—	—	$318K	$2.2M	<0.1%
SPDR S&P 500 ETF TRUST	—	—	$1.1M	$1.5M	<0.1%
INTUIT INC	—	—	$1.1M	$1.4M	<0.1%
AS OF DECEMBER 31, 2024 BYV2325 S&P GLOBAL INC	—	—	$810K	$1.3M	<0.1%
B4MGBG6 HCA HEALTHCARE INC	—	—	$600K	$1.3M	<0.1%
BLP1HW5 AON PLC	—	—	$1.1M	$1.2M	<0.1%
THERMO FISHER SCIENTIFIC INC	—	—	$1.2M	$1.2M	<0.1%
WASTE MGMT INC DEL	—	—	$1.2M	$1.2M	<0.1%
JPMORGAN CHASE & CO	—	—	$516K	$1.2M	<0.1%
SYNOPSYS INC	—	—	$1.2M	$1.2M	<0.1%
AMERICAN EXPRESS CO	—	—	$551K	$1.1M	<0.1%
YUM BRANDS INC	—	—	$793K	$1.1M	<0.1%
B8K6ZD1 WORKDAY INC	—	—	$869K	$1.1M	<0.1%
BNVTFQ7 CANADIAN PAC KANS CITY LTD	—	—	$1.1M	$1.1M	<0.1%
DANAHER CORP	—	—	$856K	$1.0M	<0.1%
BMV3LG4 APPLOVIN CORP	—	—	$182K	$1.0M	<0.1%
PEPSICO INC	—	—	$967K	$1.0M	<0.1%
NOVO-NORDISK	—	—	$1.2M	$1.0M	<0.1%
B2972D2 MSCI INC	—	—	$731K	$969K	<0.1%
BMF9NM8 AFFIRM HLDGS INC	—	—	$521K	$926K	<0.1%
NETFLIX INC	—	—	$383K	$917K	<0.1%
PROCTER & GAMBLE	—	—	$798K	$913K	<0.1%
BANK OF AMERICA CORP	—	—	$771K	$911K	<0.1%
BLF0L75 SHIFT4 PMTS INC	—	—	$648K	$911K	<0.1%
CLEAN HARBORS INC	—	—	$319K	$909K	<0.1%
B80NXX8 SERVICENOW INC	—	—	$590K	$895K	<0.1%
BHJ0775 THE CIGNA GROUP	—	—	$556K	$888K	<0.1%
SALESFORCE.COM INC	—	—	$466K	$848K	<0.1%
BDCBC61 MEDPACE HLDGS INC	—	—	$733K	$845K	<0.1%
AUTODESK INC	—	—	$534K	$838K	<0.1%
GARTNER INC	—	—	$766K	$837K	<0.1%
AMPHENOL CORP	—	—	$410K	$823K	<0.1%
BN13P03 DOORDASH INC	—	—	$458K	$819K	<0.1%
ECOLAB INC	—	—	$598K	$817K	<0.1%
BYVG1F6 WASTE CONNECTIONS INC	—	—	$529K	$809K	<0.1%
SB616C79 TESLA INC	—	—	$456K	$809K	<0.1%
NORTHROP GRUMMAN CORP	—	—	$642K	$800K	<0.1%
BN134B7 SNOWFLAKE INC	—	—	$722K	$797K	<0.1%
COSTAR GROUP INC	—	—	$854K	$781K	<0.1%
EXACT SCIENCES CORP	—	—	$871K	$773K	<0.1%
BSPHGL4 ELEVANCE HEALTH INC	—	—	$470K	$743K	<0.1%
FISERV INC	—	—	$552K	$740K	<0.1%
BM5M5Y3 RTX CORPORATION	—	—	$625K	$727K	<0.1%
BN770J3 GLOBAL E ONLINE LTD	—	—	$447K	$725K	<0.1%
B58YSC6 SS&C TECHNOLOGIES HLDGS INC	—	—	$516K	$713K	<0.1%
B1W9D46 DELTA AIR LINES INC DEL	—	—	$548K	$705K	<0.1%
BLH11J8 PROCORE TECHNOLOGIES INC	—	—	$595K	$702K	<0.1%
BDZ78H9 BROADCOM INC	—	—	$120K	$688K	<0.1%
ENTEGRIS INC	—	—	$699K	$686K	<0.1%
AMETEK INC	—	—	$487K	$683K	<0.1%
GENERAL DYNAMICS CORP	—	—	$598K	$676K	<0.1%
BMBPH06 API GROUP CORPORATION	—	—	$543K	$665K	<0.1%
BR4T3B3 HUBSPOT INC	—	—	$468K	$664K	<0.1%
HALOZYME THERAPEUTICS INC	—	—	$569K	$658K	<0.1%
BMQ89L5 SWEETGREEN INC	—	—	$389K	$658K	<0.1%
BKVD2N4 SEAGATE TECHNOLOGY HOLDINGS PLC	—	—	$586K	$655K	<0.1%
BFH3N85 VEEVA SYS INC	—	—	$638K	$650K	<0.1%
BDRXDB4 BOOKING HOLDINGS INC	—	—	$303K	$641K	<0.1%
ILLUMINA INC	—	—	$682K	$641K	<0.1%
STARBUCKS CORP	—	—	$801K	$632K	<0.1%
BZ0W624 BWX TECHNOLOGIES INC	—	—	$371K	$630K	<0.1%
B121557 MASTERCARD INC	—	—	$437K	$624K	<0.1%
CITIGROUP INC	—	—	$481K	$609K	<0.1%
BROWN & BROWN INC	—	—	$298K	$583K	<0.1%
BMFPJK6 ACV AUCTIONS INC	—	—	$477K	$563K	<0.1%
B7K24P7 INGREDION INC	—	—	$381K	$549K	<0.1%
BMHL0Z4 WILLSCOT MOBILE MINI HLDGS CORP	—	—	$676K	$546K	<0.1%
BMTQ7V2 ASTERA LABS INC	—	—	$190K	$538K	<0.1%
BF2FJ99 MONGODB INC	—	—	$642K	$519K	<0.1%
HUNTINGTON BANCSHARES INC	—	—	$442K	$512K	<0.1%
B92SR70 ABBVIE INC	—	—	$310K	$510K	<0.1%
BD1MGQ3 KINSALE CAP GROUP INC	—	—	$430K	$483K	<0.1%
BWFRFC6 GODADDY INC	—	—	$198K	$471K	<0.1%
B014J81 ROCHE HOLDING	—	—	$497K	$452K	<0.1%
B4QG225 UNITED AIRLINES HOLDINGS INC	—	—	$260K	$436K	<0.1%
UGI CORP NEW	—	—	$492K	$429K	<0.1%
HENRY SCHEIN INC	—	—	$434K	$422K	<0.1%
ELI LILLY & CO	—	—	$343K	$421K	<0.1%
LKQ CORP	—	—	$495K	$420K	<0.1%
BNG8Z81 COHERENT CORP	—	—	$240K	$415K	<0.1%
CABOT CORP	—	—	$274K	$408K	<0.1%
BSHZ3Q0 BIO-TECHNE CORP	—	—	$397K	$404K	<0.1%
BYQHP96 FLOOR & DECOR HLDGS INC	—	—	$462K	$394K	<0.1%
B04NJM9 DOLBY LABORATORIES INC	—	—	$363K	$369K	<0.1%
IDEX CORP	—	—	$344K	$366K	<0.1%
B014JG9 NESTLE SA	—	—	$439K	$364K	<0.1%
BFZ1K46 SPOTIFY TECHNOLOGY S A	—	—	$88K	$357K	<0.1%
BKP7287 TRUIST FINANCIAL CORP	—	—	$427K	$356K	<0.1%
ELECTR ARTS	—	—	$348K	$349K	<0.1%
BQT3XY6 CYBER-ARK SOFTWARE LTD	—	—	$315K	$346K	<0.1%
WOODWARD INC	—	—	$204K	$346K	<0.1%
HALLIBURTON CO	—	—	$506K	$345K	<0.1%
B2PKRQ3 PHILIP MORRIS INTL	—	—	$323K	$344K	<0.1%
PROSPERITY BANCSHARES INC	—	—	$303K	$338K	<0.1%
B5BKPQ4 MOTOROLA SOLUTIONS INC	—	—	$223K	$337K	<0.1%
CHARLES RIV LABORATORIES INTL INC	—	—	$472K	$334K	<0.1%
HEICO CORP	—	—	$126K	$334K	<0.1%
HSBC HLDGS PLC	—	—	$264K	$327K	<0.1%
BMCM6P4 DUOLINGO INC	—	—	$202K	$322K	<0.1%
LOCKHEED MARTIN CORP	—	—	$289K	$313K	<0.1%
JOHNSON & JOHNSON	—	—	$335K	$313K	<0.1%
NNN REIT INC	—	—	$332K	$313K	<0.1%
BFY8C75 STERIS PLC	—	—	$210K	$310K	<0.1%
COPART INC	—	—	$161K	$310K	<0.1%
MID-AMER APT CMNTYS INC	—	—	$277K	$306K	<0.1%
UNILEVER PLC	—	—	$293K	$299K	<0.1%
MERCK & CO INC	—	—	$309K	$296K	<0.1%
BP96PS6 SYNCHRONY FINANCIAL	—	—	$167K	$295K	<0.1%
FMC CORP	—	—	$538K	$290K	<0.1%
BP0WTS1 NATWEST GROUP PLC	—	—	$174K	$282K	<0.1%
KIMBERLY-CLARK CORP	—	—	$284K	$276K	<0.1%
B3NB0P5 SUNCOR ENERGY INC	—	—	$294K	$276K	<0.1%
ABBOTT LABORATORIES	—	—	$229K	$272K	<0.1%
B8383P2 WEX INC	—	—	$306K	$270K	<0.1%
QUALCOMM INC	—	—	$239K	$269K	<0.1%
F5 INC	—	—	$226K	$265K	<0.1%
B1Z77F6 BANK NEW YORK MELLON CORP	—	—	$218K	$264K	<0.1%
GRACO INC	—	—	$227K	$261K	<0.1%
COLGATE-PALMOLIVE CO	—	—	$271K	$259K	<0.1%
COSTCO WHOLESALE CORP	—	—	$174K	$258K	<0.1%
BERKSHIRE HATHAWAY INC	—	—	$144K	$257K	<0.1%
WALMART INC	—	—	$207K	$256K	<0.1%
MARKEL CORP HOLDING CO	—	—	$151K	$249K	<0.1%
RENTOKIL INITIAL PLC	—	—	$254K	$247K	<0.1%
ASTRAZENECA PLC	—	—	$256K	$242K	<0.1%
BNP PARIBAS	—	—	$191K	$242K	<0.1%
TJX COS INC	—	—	$244K	$240K	<0.1%
GOLDMAN SACHS GROUP INC	—	—	$158K	$240K	<0.1%
EXXON MOBIL CORP	—	—	$213K	$240K	<0.1%
ING GROEP N V	—	—	$166K	$238K	<0.1%
ORACLE CORP	—	—	$167K	$238K	<0.1%
ALTRIA GROUP INC	—	—	$187K	$232K	<0.1%
B4NFPK4 FIRST AMERN FINL CORP	—	—	$203K	$224K	<0.1%
BQZJ0Q9 KEYSIGHT TECHNOLOGIES INC	—	—	$188K	$223K	<0.1%
WELLS FARGO & CO	—	—	$153K	$217K	<0.1%
STATE STR CORP	—	—	$173K	$216K	<0.1%
HOME DEPOT INC	—	—	$169K	$215K	<0.1%
CENCORA INC	—	—	$190K	$209K	<0.1%
GILEAD SCIENCES INC	—	—	$156K	$199K	<0.1%
MORGAN STANLEY	—	—	$172K	$198K	<0.1%
B4PZ892 ALLISON TRANSMISSION HOLDING	—	—	$69K	$196K	<0.1%
ADOBE SYS INC	—	—	$186K	$194K	<0.1%
BRISTOL MYERS SQUIBB CO	—	—	$207K	$186K	<0.1%
NETAPP INC	—	—	$142K	$183K	<0.1%
MASCO CORP	—	—	$169K	$174K	<0.1%
BL9XPM3 ARISTA NETWORKS INC	—	—	$96K	$173K	<0.1%
APPLIED MATERIALS INC	—	—	$169K	$173K	<0.1%
CATERPILLAR INC	—	—	$120K	$172K	<0.1%
GRAINGER W INC	—	—	$129K	$164K	<0.1%
HEXCEL CORP	—	—	$150K	$158K	<0.1%
BN78DQ4 PALANTIR TECHNOLOGIES INC	—	—	$40K	$152K	<0.1%
BP41ZD1 ALIBABA GRP HLDG LTD	—	—	$157K	$150K	<0.1%
ENTERGY CORP	—	—	$96K	$148K	<0.1%
BFRT3W7 ALLEGION PLC	—	—	$157K	$144K	<0.1%
FIDELITY NATL INFORMATION SVCS INC	—	—	$122K	$143K	<0.1%
B012HB4 ESSILORLUXOTTICA SA	—	—	$117K	$141K	<0.1%
UNVL HEALTH SERVICES INC	—	—	$131K	$138K	<0.1%
BSML4N7 LAM RESH CORP	—	—	$141K	$135K	<0.1%
SIMON PROPERTY GROUP INC	—	—	$97K	$132K	<0.1%
PEGASYSTEMS INC	—	—	$85K	$131K	<0.1%
ATMOS ENERGY CORP	—	—	$117K	$131K	<0.1%
3M CO	—	—	$82K	$130K	<0.1%
BTDN8H1 APTIV PLC	—	—	$166K	$127K	<0.1%
VERIZON COMMUNICATIONS	—	—	$134K	$125K	<0.1%
BRWKTM1 HAMILTON INSURANCE GROUP LTD.	—	—	$124K	$124K	<0.1%
B5B2106 FORTINET INC	—	—	$60K	$123K	<0.1%
CINTAS CORP	—	—	$69K	$123K	<0.1%
ACUITY BRANDS INC	—	—	$134K	$121K	<0.1%
LOWES COS INC	—	—	$103K	$121K	<0.1%
B8KQN82 EATON CORP PLC	—	—	$64K	$121K	<0.1%
PFIZER INC	—	—	$134K	$111K	<0.1%

Showing top 200 of 376 investments by value.