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 | 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 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX | — | $18.5B | $4.7M |
| 4 |
| UBS AG UBS 401(K) PLAN TRUST |
WEEHAWKEN NJ |
| 24,260 |
| $10.2B |
| $176K |
| 5 | UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC. PENSION PLAN | WEEHAWKEN NJ | 877 | $578.7M | $14K |
