Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding PVTPL UBS GROUP in their Schedule of Assets, totaling $5.0M 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 | ASSURANT, INC. ASSURANT PENSION PLAN | ATLANTA GA | 2,811 | $675.6M | $4.6M |
| 2 | HUNTINGTON BANCSHARES INCORPORATED HUNTINGTON BANCSHARES RETIREMENT PLAN | COLUMBUS OH | 2,585 | $702.3M | $478K |