Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding UBC Russell 3000 Index Trust in their Schedule of Assets, totaling $506.1M 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 | 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 |
| 2 | GREATER PENNSYLVANIA CARPENTERS' PENSION FUND GREATER PENNSYLVANIA CARPENTERS' PENSION FUND | PITTSBURGH PA | 8,933 | $1.7B | $160.6M |
| 3 |
ST. LOUIS MO |
| 16,999 |
| $141.2M |
| $60.0M |
| 4 | BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS PENSION PLAN CENTRAL IOWA CARPENTERS PENSION PLAN | BLOOMINGTON MN | 897 | $202.0M | $29.7M |
