Towers Watson Investment Services,
60 more advisory clients, 9 more other clients, 211 more Schedule C rows and 35 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients
- Navy Federal Credit Union Employees' Retirement Plan Pension consultantthrough Dec 31, 2025 Form 5500
- Spencer Savings Bank, Sla Employees' Pension Plan Investment adviser (plan)through Oct 8, 2025 Form 5500
- Pepsico Employees Retirement Plan I Investment adviser (plan)Pension consultantthrough Dec 31, 2024 Form 5500
+60 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
- Semco Energy, Inc. Union Employees' Retirement Plan Actuarythrough Dec 31, 2024
- C & J Clark Company Pension Plan Actuarythrough Dec 31, 2024
- Semco Energy, Inc. Non-Union Employees' Retirement Plan Actuarythrough Dec 31, 2024
+9 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Navy Federal Credit Union Employees' Retirement Plan | 2025 | 17 27 28 50 51 | NONE | $118,797 |
| Time Warner Cable Pension Plan | 2024 | 11 16 28 50 51 | NONE | $2.5M |
| Retirement Plan for Hospital Employees | 2024 | 27 50 | NONE | $1.6M |
+211 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Form ADV readings
Form ADV readings
- institutional clients 106 Jul 30, 2026 reported
- pension plan clients 106 Jul 30, 2026 reported
- raum discretionary $54B Jul 30, 2026 reported
- raum institutional $62B Jul 30, 2026 reported
- raum total $63B Jul 30, 2026 reported
What changed
- Towers Watson Investment Svc, Inc appears on Navy Federal Credit Union Employees' Retirement Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Towers Watson Investment Services,askebsa.dol.gov
- Towers Watson Investment Services, no longer appears on Spencer Savings Bank, Sla Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Towers Watson Investment Services,askebsa.dol.gov
- Amsted Industries Incorporated Defined Benefit Pension Plan first reports an interest in WTW Gt Long Credit Fund (Towers Watson Investment Services,): $11M at 2025-09-30with Towers Watson Investment Services,askebsa.dol.gov
- Amsted Industries Incorporated Defined Benefit Pension Plan no longer reports WTW Gt Diversified Credit Fund (Towers Watson Investment Services,) (last held $21M at 2024-09-30; absent from the 2025-09-30 filing)with Towers Watson Investment Services,askebsa.dol.gov
- Amsted Industries Incorporated Defined Benefit Pension Plan no longer reports WTW Gt Real Asset Fund (Towers Watson Investment Services,) (last held $20M at 2024-09-30; absent from the 2025-09-30 filing)with Towers Watson Investment Services,askebsa.dol.gov
+35 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.