U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HONEYWELL INTERNATIONAL INC HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST | CHARLOTTE NC | — | $16.2B | $35.8M |
| 2 | HONEYWELL INTERNATIONAL INC HONEYWELL 401(K) PLAN | CHARLOTTE NC | 44,069 | $16.3B | $35.7M |
| 3 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $32.4M |
| 4 |
IRVING TX |
| — |
| $12.0B |
| $8.4M |
| 5 | CATERPILLAR INC. CATERPILLAR INC. INVESTMENT TRUST | IRVING TX | — | $18.5B | $7.5M |
| 6 | UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC. PENSION PLAN | WEEHAWKEN NJ | 877 | $578.7M | $526K |
| 7 | HONEYWELL INTERNATIONAL INC HONEYWELL PUERTO RICO SAVINGS PLAN | CHARLOTTE NC | 1,085 | $95.5M | $207K |
| 8 | CONSOLIDATED RAIL CORPORATION MASTER TRUST CONRAIL/IHB EMPLOYEES PENSION TRUST | PHILADELPHIA PA | — | $278.8M | $131K |
| 9 | UBS FINANCIAL SERVICES INC. UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST | WEEHAWKEN NJ | 139 | $57.3M | $40K |
