UBS AG
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
35
Active participants
186,447
Total plan assets
$187.4B
Filings (rows)
39
Direct comp
$128K
Indirect comp
$1.1M
Aggregating 3 name variants under "UBS AG"
SERVICES PROVIDED
Other29
Broker6
Top plans served
Showing top 39 of 35 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| GENERAL ELECTRIC COMPANY GENERAL ELECTRIC PENSION TRUST | BOSTON, MA | Broker SECURITIES BROKERAGE | — | $46.7B | $0 |
| GENERAL ELECTRIC COMPANY GENERAL ELECTRIC PENSION TRUST | BOSTON, MA | Broker SECURITIES BROKERAGE | — | $46.7B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $46.2B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $24.9B | $0 |
| GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE GENERAL ELECTRIC PENSION TRUST | EVENDALE, OH | Broker SECURITIES BROKERAGE | — | $24.9B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Broker BROKER | 61,593 | $16.8B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 56,128 | $11.5B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 53,861 | $9.4B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $9.1B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $9.1B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.8B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.8B | $0 |
| ABERDEEN ASSET MANAGEMENT EMERGING MARKETS EQUITY FUND, A SERIES OF THE ABERDEEN INSTITUTIONAL COMMINGLED FUNDS, LLC. | KANSAS CITY, MO | Other NONE | — | $2.9B | $0 |
| ABERDEEN ASSET MANAGEMENT EMERGING MARKETS EQUITY FUND, A SERIES OF THE ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC. | KANSAS CITY, MO | Other NONE | — | $2.6B | $0 |
| ABERDEEN ASSET MANAGEMENT EMERGING MARKETS EQUITY FUND, A SERIES OF ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC. | KANSAS CITY, MO | Other NONE | — | $1.6B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY RETIREE HEALTH AND WELFARE PLAN | RICHMOND, VA | Other BROKG | — | $1.0B | $0 |
| ADIDAS AMERICA, INC. ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN | PORTLAND, OR | Other NONE | 6,343 | $858.6M | $44K |
| ADIDAS AMERICA, INC. ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN | PORTLAND, OR | Other NONE | 6,762 | $734.9M | $22K |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES, CA | Other NONE | — | $447.4M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES, CA | Other NONE | — | $424.2M | $0 |
| ABERDEEN ASSET MANAGEMENT EAFE PLUS FUND, A SERIES OF THE ABERDEEN INSTITUTIONAL COMMINGLED FUNDS, LLC. | KANSAS CITY, MO | Other NONE | — | $400.4M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES | LOS ANGELES, CA | Other NONE | — | $354.0M | $0 |
| ABERDEEN ASSET MANAGEMENT EAFE PLUS FUND, A SERIES OF THE ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC. | KANSAS CITY, MO | Other NONE | — | $302.0M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST | KANSAS CITY, MO | Other NONE | — | $223.6M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES, CA | Other NONE | — | $208.6M | $0 |
| BELL ASSET MANAGEMENT LTD. BELL GLOBAL TRUST | KANSAS CITY, MO | Other NONE | — | $208.5M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST | KANSAS CITY, MO | Other NONE | — | $204.6M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY INTERNATIONAL OPPORTUNITIES GROUP TRUST | KANSAS CITY, MO | Other NONE | — | $201.3M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES, CA | Other NONE | — | $198.0M | $0 |
| BELL ASSET MANAGEMENT LTD. BELL GLOBAL TRUST | KANSAS CITY, MO | Other NONE | — | $194.0M | $0 |
| BELL ASSET MANAGEMENT LTD. BELL GLOBAL TRUST | KANSAS CITY, MO | Other NONE | — | $165.5M | $0 |
| CAUSEWAY CAPITAL MANAGEMENT LLC CAUSEWAY MULTI-FUND LLC - INTERNATIONAL VALUE INSTITUTIONAL SERIES B | LOS ANGELES, CA | Other NONE | — | $164.7M | $0 |
| EPOCH INVESTMENT PARTNERS, INC. AEON GLOBAL CHOICE FUND, LLC. | KANSAS CITY, MO | Other NONE | — | $156.4M | $0 |
| ABERDEEN ASSET MANAGEMENT EMERGING MARKETS SMALLER COMPANIES FUND, A SERIES OF THE ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC. | KANSAS CITY, MO | Other NONE | — | $116.5M | $0 |
| PAR TECHNOLOGY CORPORATION PAR TECHNOLOGY CORPORATION RETIREMENT PLAN | NEW HARTFORD, NY | Other NONE | 1,191 | $114.0M | $26K |
| ABERDEEN ASSET MANAGEMENT EMERGING MARKETS SMALLER COMPANIES FUND, A SERIES OF THE ABERDEEN INSTITUTIONAL COMMINGLED FUNDS, LLC. | KANSAS CITY, MO | Other NONE | — | $99.8M | $0 |
| NORTH AMERICAN BREWERIES, INC. NORTH AMERICAN BREWERIES, INC. EMPLOYEES' SAVINGS AND INVESTMENT PLAN | ROCHESTER, NY | Other NONE | 447 | $75.2M | $10K |
| ABERDEEN ASSET MANAGEMENT EMERGING MARKETS SMALLER COMPANIES FUND, A SERIES OF ABRDN INSTITUTIONAL COMMINGLED FUNDS, LLC. | KANSAS CITY, MO | Other NONE | — | $46.1M | $0 |
| MACANDREWS & FORBES GROUP, LLC MACANDREWS & FORBES GROUP, LLC SAVINGS OR CASH OPTION PLAN FOR EMPLOYEES | NEW YORK, NY | Other NONE | 122 | $44.1M | $25K |