Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Ubs Group in their Schedule of Assets, totaling $113.6M 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 | SILCHESTER INTERNATIONAL INVESTORS LLP THE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY GROUP TRUST | NEW YORK NY | — | $8.0B | $105.0M |
| 2 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $5.0M |
| 3 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC |
ALBUQUERQUE NM |
| 3,118 |
| $6.2B |
| $1.9M |
| 4 | 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 |
| 5 | ESSENTIAL HOLDING AMERICA, LLC SOLVAY US COMPANIES PENSION PLAN | PRINCETON NJ | 462 | $259.8M | $494K |
| 6 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $192K |
| 7 | KPH HEALTHCARE SERVICES, INC. KPH HEALTHCARE SERVICES, INC. PENSION PLAN | GOUVERNEUR NY | 104 | $23.5M | $25K |
