U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $24.5M |
| 2 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $9.2M |
| 3 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX | — | $18.5B | $8.0M |
| 4 |
WEEHAWKEN NJ |
| 877 |
| $578.7M |
| $782K |
| 5 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. AND AFFILIATES MASTER RETIREMENT TRUST | COLUMBIA MD | — | $1.3B | $553K |
| 6 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. CASH BALANCE RETIREMENT PLAN | COLUMBIA MD | 1,582 | $699.0M | $299K |
| 7 | CONSOLIDATED RAIL CORPORATION MASTER TRUST CONRAIL/IHB EMPLOYEES PENSION TRUST | PHILADELPHIA PA | — | $278.8M | $289K |
| 8 | MEDSTAR HEALTH, INC. MEDSTAR HEALTH, INC. PENSION EQUITY PLAN | COLUMBIA MD | 1,622 | $601.3M | $264K |
