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 | $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 |
PHILADELPHIA PA |
| — |
| $278.8M |
| $291K |
| 5 | UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC. PENSION PLAN | WEEHAWKEN NJ | 877 | $578.7M | $249K |
| 6 | UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST | WEEHAWKEN NJ | 139 | $57.3M | $30K |
