Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Uniform Mortgage-Backed Security in their Schedule of Assets, totaling $35.6M 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 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2027 | JERSEY CITY NJ | — | $1.7B | $17.7M |
| 2 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $16.7M |
| 3 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY |
| — |
| $1.7B |
| $1.2M |
