Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 143 U.S. retirement plans report holding Elevance Health, Inc. in their Schedule of Assets, totaling $327.2M 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 | GRAHAM HOLDINGS COMPANY THE GRAHAM HOLDINGS COMPANY MASTER RETIREMENT TRUST | ARLINGTON VA | — | $3.0B | $65.5M |
| 2 | THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT | SEATTLE WA | — | $73.5B | $34.6M |
| 3 | TRUIST FINANCIAL CORPORATION |
CHARLOTTE NC |
| 33,167 |
| $14.7B |
| $20.6M |
| 4 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $19.4M |
| 5 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $18.3M |
| 6 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $12.6M |
| 7 | DELL INC. DELL INC. 401(K) PLAN | ROUND ROCK TX | 36,668 | $14.7B | $12.4M |
| 8 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $11.1M |
| 9 | ROCKWELL AUTOMATION ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST | MILWAUKEE WI | — | $3.8B | $11.0M |
| 10 | MCMASTER-CARR SUPPLY COMPANY MCMASTER-CARR SUPPLY COMPANY PROFIT SHARING TRUST | ELMHURST IL | 4,333 | $3.0B | $9.9M |
