Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding UBC Russell 3000 Index Trust in their Schedule of Assets, totaling $1.2B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL CARPENTERS PE INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL OF CARPENTERS PENSION FUND | TROY MI | 5,712 | $1.6B | $705.7M |
| 2 | BOARD OF TRUSTEES INDIANA STATE COUNCIL OF CARPENTERS PENSION FUND INDIANA STATE COUNCIL OF CARPENTERS PENSION FUND | TROY MI | 8,190 | $1.4B | $255.7M |
| 3 |
PITTSBURGH PA |
| 8,933 |
| $1.7B |
| $160.6M |
| 4 | BOARD OF TRUSTEES OF ST. LOUIS KANSAS CITY CARPENTERS REGIONAL ANNUITY ST. LOUIS-KANSAS CITY CARPENTERS REGIONAL ANNUITY | ST. LOUIS MO | 16,999 | $141.2M | $60.0M |
| 5 | BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS PENSION PLAN CENTRAL IOWA CARPENTERS PENSION PLAN | BLOOMINGTON MN | 897 | $202.0M | $29.7M |
| 6 | BD TRUSTEES RET AND PENSION PLAN FOR OFFICERS AND RETIREMENT AND PENSION PLAN FOR OFFICERS & EMPLOYEES OF THE NYCDCC AND RELATED ORGANIZATIONS | NEW YORK NY | 43 | $110.0M | $5.3M |
