Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Itau Unibanco Holding Sa in their Schedule of Assets, totaling $5.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UPMC UPMC MASTER TRUST | PITTSBURGH PA | — | $2.9B | $2.0M |
| 2 | CITIGROUP INC. CITI RETIREMENT SAVINGS PLAN | STAMFORD CT | 74,487 | $23.2B | $1.9M |
| 3 | CITIGROUP INC. THE CITIGROUP PENSION PLAN | STAMFORD CT | 14,217 |
| $10.0B |
| $1.5M |
