Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding UTD O/S BANK NPV in their Schedule of Assets, totaling $2.9M 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 | CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA BLUE SHIELD OF CALIFORNIA EMPLOYEES RETIREMENT PLAN | OAKLAND CA | 2,287 | $561.6M | $1.4M |
| 2 | BATTELLE MEMORIAL INSTITUTE BATTELLE PENSION TRUST | COLUMBUS OH | — | $1.8B | $759K |
| 3 | CONSTELLATION ENERGY GENERATION LLC |
KENNETT SQUARE PA |
| — |
| $1.3B |
| $573K |
| 4 | EXELON CORPORATION EXELON CORPORATION HEALTH CARE PROGRAM | CHICAGO IL | 18,433 | $873.7M | $78K |
| 5 | EXELON CORPORATION PEPCO HOLDINGS, INC. WELFARE PLAN FOR RETIREES | CHICAGO IL | — | $331.7M | $62K |
| 6 | EXELON CORPORATION PECO ENERGY COMPANY RETIREE MEDICAL TRUST | CHICAGO IL | — | $149.3M | $27K |
| 7 | EXELON CORPORATION EXELON CORPORATION EMPLOYEES' BENEFIT TRUST FOR MANAGEMENT EMPLOYEES | CHICAGO IL | — | $104.1M | $2K |
