Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding UBS AG/London 7.45% 28 Oct 2025 in their Schedule of Assets, totaling $966K 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 | HAWAII LABORERS' PENSION TRUST FUND HAWAII LABORERS' PENSION TRUST FUND | HONOLULU HI | 2,457 | $426.2M | $596K |
| 2 | BOT ROOFERS LOCAL 221 PENSION TRUST FUND ROOFERS LOCAL 221 PENSION TRUST FUND | HONOLULU HI | 338 | $43.2M | $173K |
| 3 | BOT ROOFERS UNION LOCAL 221 ANNUITY PLAN |
HONOLULU HI |
| 189 |
| $19.4M |
| $148K |
| 4 | B OF T ROOFERS UNION LOCAL 221 HEALTH & WELFARE TRUST ROOFERS UNION LOCAL 221 HEALTH & WELFARE PLAN | HONOLULU HI | 201 | $6.4M | $50K |
