Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding VAT Group AG in their Schedule of Assets, totaling $39.2M 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 | BNY MELLON INVESTMENT ADVISER, INC. NCS GROUP TRUST - INTERNATIONAL FUND | NEW YORK NY | — | $1.1B | $20.1M |
| 2 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $10.0M |
| 3 | THE BANK OF NEW YORK MELLON CORPORATION THE BANK OF NEW YORK MELLON CORPORATION RETIREMENT PLANS MASTER TRUST |
PITTSBURGH PA |
| — |
| $15.7B |
| $3.9M |
| 4 | BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUND LEGACY PLAN OF THE NATIONAL RETIREMENT FUND | WHITE PLAINS NY | 8,379 | $1.9B | $1.3M |
| 5 | UNISYS CORPORATION UNISYS MASTER TRUST | BLUE BELL PA | — | $1.4B | $1.0M |
| 6 | BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEE BRICKLAYERS & TROWEL TRADES INTERNATIONAL PENSION FUND | WASHINGTON DC | 26,987 | $1.9B | $805K |
| 7 | CONOCOPHILLIPS COMPANY CONOCOPHILLIPS RETIREMENT PLAN | HOUSTON TX | 3,611 | $1.4B | $489K |
| 8 | NRG ENERGY, INC. NRG ENERGY MASTER RETIREMENT TRUST | PRINCETON NJ | — | $782.9M | $448K |
| 9 | BOARD OF TRUSTEES ARIZONA PIPE TRADES PENSION PLAN ARIZONA PIPE TRADES PENSION PLAN | PHOENIX AZ | 3,039 | $418.5M | $396K |
| 10 | BOARD OF TRUSTEES, AIRCONDITIONING AND REFRIGERATION AIRCONDITIONING AND REFRIGERATION INDUSTRY RETIREMENT TRUST FUND | ORANGE CA | 1,842 | $340.6M | $308K |
