Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Pending foreign exchange purchases: Swiss franc in their Schedule of Assets, totaling $31.1M 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 | CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | HOUSTON TX | — | $12.2B | $25.9M |
| 2 | INTERNATIONAL BUSINESS MACHINES CORPORATION IBM PERSONAL PENSION PLAN | ARMONK NY | 43,052 | $17.9B | $5.0M |
| 3 | UBS AG UBS 401(K) PLAN TRUST |
| 24,260 |
| $10.2B |
| $176K |
| 4 | UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC. PENSION PLAN | WEEHAWKEN NJ | 877 | $578.7M | $14K |
