Form D · Other Investment Fund

Willis Towers Watson Group Trust Diversified Equity Fund

Chicago, IL · CIK 0001735174

Offering snapshot reported Mar 21, 2025 · SEC filing

Reported sold: $8.82B
Investors reported: 47
Minimum accepted: $0
First sale: Mar 14, 2018

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$8,354,771,958 → $8,818,471,958
Reported investors42 → 47

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Mar 21, 2025	Amendment	$8,818,471,958	$463,700,000vs Mar 21, 2024	47	SEC filing
Mar 21, 2024	Amendment	$8,354,771,958	$503,260,000vs Mar 23, 2023	42	SEC filing
Mar 23, 2023	Amendment	$7,851,511,958	$966,535,000vs Mar 25, 2022	37	SEC filing
Mar 25, 2022	Amendment	$6,884,976,958	$1,465,590,000vs Mar 26, 2021	32	SEC filing
Mar 26, 2021	Amendment	$5,419,386,958	$1,261,450,000vs Mar 27, 2020	26	SEC filing
Mar 27, 2020	Amendment	$4,157,936,958	$3,197,900,000vs Mar 27, 2019	19	SEC filing
Mar 27, 2019	Amendment	$960,036,958	$888,496,958vs Mar 27, 2018	10	SEC filing
Mar 27, 2018	Initial	$71,540,000	No comparison	2	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-308694

Includes only securities sold to U.S. investors by the Issuer in reliance on Regulation D (e.g., excludes securities sold to non-U.S. investors in reliance on Regulation S).

Source: Form D, filed Mar 21, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

WILLIS TOWERS WATSON GROUP TRUST - DIVERSIFIED EQUITY FUND

Investment adviser: TOWERS WATSON INVESTMENT SERVICES, INC.

Gross asset value: $0
Beneficial owners: 0
ADV minimum commitment: $1M

Reported in Form ADV on Jul 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator BANK OF NEW YORK MELLON NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE AND TOUCHE NEW YORK, New York, United States

Custodian BANK OF NEW YORK MELLON NEW YORK, New York, United States Related to adviser: No

Marketer FORESIDE FUND SERVICES, LLC PORTLAND, Maine, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

DELOITTE AND TOUCHE
PCAOB 34

BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49

FORESIDE FUND SERVICES, LLC
CRD 46106 · SEC 8-51293

Filing source

Form ADV 2123041 · Jul 30, 2026 · Schedule D 7.B.(1), fund 805-5947995594

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Bank Of New York Mellon	Executive
Steven Carlson	Executive
Mark Gilbert	Executive
Kemp Ross	Executive
Nimisha Srivastava	Executive
Carlson Steven	Executive
N/A Towers Watson Investment Services, Inc.	Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

233 South Wacker Drive Suite 1800
Chicago, IL, 60606