Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding UBS (US) Trumbull Property Fund L.P. Non-publicly traded real estate investment fund in their Schedule of Assets, totaling $4.8M 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 | TRUSTEES OF ILWU-PMA WATCHMEN PENSION PLAN ILWU-PMA WATCHMEN PENSION PLAN | SAN FRANCISCO CA | 304 | $94.7M | $4.8M |
