UBS ASSET
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
20
Active participants
63,483
Total plan assets
$76.3B
Filings (rows)
20
Direct comp
$10.4M
Indirect comp
$0
Aggregating 3 name variants under "UBS ASSET"
SERVICES PROVIDED
Other12
Advisor / Consultant8
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| BRINSON NON-US PARTNERSHIP 2002 FD | 15 |
| BRINSON NON-US PARTNERSHIP 2004 FD | 12 |
| BRINSON NON-US PARTNERSHIP 2003 FD | 6 |
| BRINSON NON-US PARTNERSHIP 2001 FD | 4 |
| BRINSON PRTNRSHP FD TRST 2003 P F | 3 |
| MORNINGSTAR LIFETIME GROWTH 2035 | 3 |
| BRINSON PARTNERSHIP FUND - 1999 PF | 3 |
| MORNINGSTAR LIFETIME GROWTH INCOME | 3 |
| MORNINGSTAR LIFETIME GROWTH 2045 | 3 |
| MORNINGSTAR LIFETIME GROWTH 2015 | 3 |
| MORNINGSTAR LIFETIME GROWTH 2060 | 3 |
| MORNINGSTAR LIFETIME GROWTH 2065 | 3 |
| BRINSON PRTNRSHP FD TRST 2001 P F | 3 |
| BRINSON PRTNRSHP FD TRST 1998 P F | 3 |
| BRINSON PARTNERSHIP FUND - 1998 PF | 3 |
| BRINSON PARTNERSHIP FUND - 2001 PF | 3 |
| BRINSON PRTNRSHP 2002 PRIMARY FUND | 3 |
| MORNINGSTAR LIFETIME GROWTH 2030 | 3 |
| MORNINGSTAR LIFETIME GROWTH 2020 | 3 |
| UBS US GROUP TRUST EMERGING MKTS | 3 |
| ADAMS STREET BRINSON PARTNERSHIP | 3 |
| BRINSON PRTNRSHP FD TRST 1999 P F | 3 |
| MORNINGSTAR LIFETIME GROWTH 2050 | 3 |
| MORNINGSTAR LIFETIME GROWTH 2025 | 3 |
| MORNINGSTAR LIFETIME GROWTH 2055 | 3 |
Top plans served
All 20 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DELTA AIR LINES, INC. DELTA MASTER TRUST | ATLANTA, GA | Advisor / Consultant INVESTMENT MANAGER | — | $20.5B | $3.3M |
| DELTA AIR LINES, INC. DELTA MASTER TRUST | ATLANTA, GA | Advisor / Consultant INVESTMENT MANAGER | — | $20.1B | $2.4M |
| HP INC. HP INC. MASTER TRUST | SPRING, TX | Other NONE | — | $5.5B | $231K |
| MARS, INCORPORATED U. S. RETIREMENT PLAN | HACKETTSTOWN, NJ | Other NONE | 8,869 | $5.3B | $139K |
| HP INC. HP INC. MASTER TRUST | SPRING, TX | Other NONE | — | $4.9B | $217K |
| BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CA CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA | COVINA, CA | Other NONE | 23,933 | $3.3B | $278K |
| BOARD OF TRUSTEES, CONSTRUCTION LABORERS PENSION TRUST CONSTRUCTION LABORERS PENSION TRUST FUND FOR SOUTHERN CALIFORNIA | COVINA, CA | Other NONE | 23,365 | $2.9B | $615K |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- EQUITY | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGEMENT | — | $2.4B | $1.1M |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- EQUITY | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGEMENT | — | $2.3B | $212K |
| EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- EQUITY | CHICAGO, IL | Advisor / Consultant INVESTMENT MANAGEMENT | — | $2.3B | $414K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - EQUITY | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $1.3B | $339K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - EQUITY | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $1.2B | $318K |
| CONSTELLATION ENERGY GENERATION LLC CONSTELLATION PENSION MASTER TRUST - EQUITY | KENNETT SQUARE, PA | Advisor / Consultant INVESTMENT MANAGER | — | $1.1B | $238K |
| TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED PENSION PLAN | THOUSAND OAKS, CA | Other NONE | 66 | $568.6M | $61K |
| TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED PENSION PLAN | THOUSAND OAKS, CA | Other NONE | 87 | $560.2M | $63K |
| TELEDYNE TECHNOLOGIES INCORPORATED TELEDYNE TECHNOLOGIES INCORPORATED PENSION PLAN | THOUSAND OAKS, CA | Other NONE | 52 | $545.9M | $67K |
| HENRY FORD HEALTH SYSTEM HENRY FORD HEALTH SYSTEM RETIREMENT MASTER TRUST | DETROIT, MI | Other NONE | — | $378.1M | $26K |
| HENRY FORD HEALTH SYSTEM HENRY FORD HEALTH SYSTEM RETIREMENT MASTER TRUST | DETROIT, MI | Other NONE | — | $375.1M | $85K |
| FORMOSA PLASTICS CORPORATION, U.S.A. FORMOSA PLASTICS CORPORATION, U.S.A. PENSION PLAN | LIVINGSTON, NJ | Other CONSULTING | 3,665 | $345.6M | $185K |
| FORMOSA PLASTICS CORPORATION, U.S.A. FORMOSA PLASTICS CORPORATION, U.S.A. PENSION PLAN | LIVINGSTON, NJ | Other INV MGMT | 3,446 | $329.5M | $139K |