Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding ELEVANCE HEALTH INC CUSIP: 036752103 in their Schedule of Assets, totaling $14.3M 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 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $10.5M |
| 2 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $1.8M |
| 3 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX |
| — |
| $18.5B |
| $1.7M |
| 4 | CONSOLIDATED RAIL CORPORATION MASTER TRUST CONRAIL/IHB EMPLOYEES PENSION TRUST | PHILADELPHIA PA | — | $278.8M | $291K |
| 5 | UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST | WEEHAWKEN NJ | 139 | $57.3M | $30K |
| 6 | SCHLUMBERGER LIMITED SCHLUMBERGER MASTER PROFIT SHARING TRUST | HOUSTON TX | — | $7.7B | $18K |
