Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding UNITEDHEALTH GROUP 5.35% DUE 02-15-2033 in their Schedule of Assets, totaling $4.6M 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 | KOMATSU MINING CORP. KOMATSU U.S. PENSION PLAN | MILWAUKEE WI | 829 | $753.7M | $1.4M |
| 2 | UNITED SERVICES AUTOMOBILE ASSOCIATION USAA PENSION PLAN | SAN ANTONIO TX | 30,326 | $4.6B | $1.4M |
| 3 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN |
CHICAGO IL |
| 0 |
| $797.6M |
| $1.1M |
| 4 | GREIF PACKAGING LLC GREIF PENSION PLAN | DELAWARE OH | 1,078 | $522.4M | $815K |
