Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 54 U.S. retirement plans report holding Ubs Group Ag in their Schedule of Assets, totaling $165.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $39.8M |
| 2 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY NJ | — | $1.7B | $26.7M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY |
| — |
| $1.7B |
| $26.6M |
| 4 | NATIONWIDE MUTUAL INSURANCE COMPANY NATIONWIDE SAVINGS PLAN | COLUMBUS OH | 22,626 | $8.3B | $7.7M |
| 5 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $7.7M |
| 6 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $5.7M |
| 7 | ACADIAN ASSET MANAGEMENT LLC ACADIAN INTERNATIONAL EQUITY FUND, LLC | BOSTON MA | — | $314.3M | $5.5M |
| 8 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $5.3M |
| 9 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $5.0M |
| 10 | LSV ASSET MANAGEMENT LSV INTERNATIONAL VALUE EQUITY TRUST | CHICAGO IL | — | $772.8M | $5.0M |
