Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding UBS Bank USA in their Schedule of Assets, totaling $1.8M 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 | APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. PENSION PLAN | HAZARD KY | 855 | $155.4M | $745K |
| 2 | APPALACHIAN REGIONAL HEALTHCARE, INC APPALACHIAN REGIONAL HEALTHCARE, INC. RETIREMENT PLAN | HAZARD KY | 373 | $120.0M | $583K |
| 3 | ADVANTAGE HEALTH PLANS TRUST |
OKLAHOMA CITY OK |
| 2,151 |
| $16.4M |
| $249K |
| 4 | APPALACHIAN REGIONAL HEALTHCARE, INC. APPALACHIAN REGIONAL HEALTHCARE, INC. ADMINISTRATIVE RETIREMENT PLAN | HAZARD KY | 122 | $51.7M | $247K |
