Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding INTUITIVE SURGICAL INC COM NEW STK SEDOL: 2871301 in their Schedule of Assets, totaling $32.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $17.4M |
| 2 | ABBOTT LABORATORIES ABBOTT LABORATORIES ANNUITY RETIREMENT TRUST | ABBOTT PARK IL | — | $8.5B | $7.4M |
| 3 | UNITED STATES STEEL CORPORATION AND AFFILIATED COS. UNITED STATES STEEL CORPORATION PLAN FOR EMPLOYEE PENSION BENEFITS (REVISION OF 2003) |
PITTSBURGH PA |
| 2,586 |
| $4.3B |
| $3.3M |
| 4 | HONEYWELL INTERNATIONAL INC HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST | CHARLOTTE NC | — | $16.2B | $2.3M |
| 5 | HONEYWELL INTERNATIONAL INC HONEYWELL 401(K) PLAN | CHARLOTTE NC | 44,069 | $16.3B | $2.3M |
| 6 | DILLON COMPANIES, LLC DILLON COMPANIES, LLC EMPLOYEES' PROFIT SHARING PLAN | HUTCHINSON KS | 1,319 | $233.5M | $38K |
| 7 | HONEYWELL INTERNATIONAL INC HONEYWELL PUERTO RICO SAVINGS PLAN | CHARLOTTE NC | 1,085 | $95.5M | $13K |
