Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding UBS AG in their Schedule of Assets, totaling $63.9M 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 | INVESCO TRUST COMPANY INVESCO FIXED INCOME TRUST SHORT TERM INVESTMENT FUND | ATLANTA GA | — | $1.8B | $33.0M |
| 2 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $13.0M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 |
JERSEY CITY NJ |
| — |
| $1.7B |
| $9.3M |
| 4 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $5.9M |
| 5 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 | JERSEY CITY NJ | — | $1.7B | $2.6M |
