Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding UBS AG LONDON BRH 4.5% 06-26-2048 Corporate Debt-Other in their Schedule of Assets, totaling $511K 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 | WEIL, GOTSHAL & MANGES LLP WGM MASTER TRUST | NEW YORK NY | — | $850.2M | $170K |
| 2 | KELLANOVA KELLANOVA RETIREE WELFARE BENEFIT PLAN | CHICAGO IL | 0 | $456.6M | $170K |
| 3 | WEIL, GOTSHAL & MANGES LLP WEIL, GOTSHAL & MANGES PARTNERS' DEFINED BENEFIT PLAN |
NEW YORK NY |
| 94 |
| $347.1M |
| $68K |
| 4 | WEIL, GOTSHAL & MANGES LLP WEIL, GOTSHAL & MANGES PARTNERS' TARGET PENSION PLAN | NEW YORK NY | 159 | $251.4M | $49K |
| 5 | WEIL, GOTSHAL & MANGES LLP WEIL, GOTSHAL & MANGES PARTNERS' VARIABLE ANNUITY PLAN | NEW YORK NY | 148 | $128.4M | $24K |
| 6 | WEIL, GOTSHAL & MANGES LLP WEIL, GOTSHAL & MANGES EMPLOYEES' PENSION PLAN | NEW YORK NY | 329 | $121.9M | $24K |
| 7 | WEIL, GOTSHAL & MANGES LLP WEIL, GOTSHAL & MANGES PARTNERS' VARIABLE DEFINED BENEFIT PLAN | NEW YORK NY | 86 | $27.4M | $5K |
