Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding UBS Bank in their Schedule of Assets, totaling $2.8M 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 | A. DUDA & SONS, INC. RETIREMENT PLAN FOR EMPLOYEES OF A. DUDA & SONS, INC. | OVIEDO FL | 46 | $29.4M | $2.8M |
