Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding CARLYLE GROUP INC COM CUSIP: 14316J108 in their Schedule of Assets, totaling $23.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX | — | $18.5B | $7.2M |
| 2 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $6.5M |
| 3 | ABBOTT LABORATORIES ABBOTT LABORATORIES ANNUITY RETIREMENT TRUST |
ABBOTT PARK IL |
| — |
| $8.5B |
| $5.3M |
| 4 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $3.5M |
| 5 | THE COCA-COLA COMPANY MASTER TRUST FOR 401(K) PLANS US SMALL MID CAP ACTIVE EQUITY FUND | ATLANTA GA | — | $154.9M | $808K |
