Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding UnitedHealth Group 4.625% 7/15/35 in their Schedule of Assets, totaling $1.1M 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 | SECURA INSURANCE, A MUTUAL COMPANY SECURA EMPLOYEES' PENSION PLAN | NEENAH WI | 139 | $90.6M | $765K |
| 2 | SHARP ELECTRONICS CORPORATION SHARP ELECTRONICS CORPORATION PENSION PLAN | MONTVALE NJ | 110 | $49.8M | $309K |
