Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Ubs Group in their Schedule of Assets, totaling $135.5M 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 | SILCHESTER INTERNATIONAL INVESTORS LLP THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY GROUP TRUST | NEW YORK NY | — | $8.0B | $105.0M |
| 2 | PEPSICO, INC. PEPSICO, INC. DEFINED BENEFIT MASTER TRUST | PURCHASE NY | — | $11.2B | $6.3M |
| 3 | MAYO CLINIC MAYO PENSION PLAN |
ROCHESTER MN |
| 74,151 |
| $11.8B |
| $5.3M |
| 4 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $5.0M |
| 5 | INTERMOUNTAIN HEALTH CARE, INC. INTERMOUNTAIN HEALTHCARE PENSION PLAN | SALT LAKE CITY UT | 25,307 | $3.4B | $2.8M |
| 6 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC NTESS RETIREMENT INCOME PLAN | ALBUQUERQUE NM | 3,118 | $6.2B | $1.9M |
| 7 | HANFORD PENSION & SAVINGS PLANS COMMITTEE HANFORD MULTI-EMPLOYER PENSION PLAN | RICHLAND WA | 1,310 | $1.2B | $1.6M |
| 8 | AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. AMERICAN FAMILY PENSION PLAN | MADISON WI | 9,827 | $1.3B | $1.5M |
| 9 | BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITY LABORERS ANNUITY PLAN FOR NORTHERN CALIFORNIA | PLEASANTON CA | 29,190 | $1.6B | $1.1M |
| 10 | LABORERS DISTRICT COUNCIL OF W PA PENSION FUND BOARD OF TRUSTEES LABORERS DISTRICT COUNCIL OF W PA PENSION FUND | PITTSBURGH PA | 6,572 | $947.5M | $919K |
