Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding UnitedHealth Group 5.75% Due 07-15-2064 in their Schedule of Assets, totaling $12.0M 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 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC NTESS RETIREMENT INCOME PLAN | ALBUQUERQUE NM | 3,118 | $6.2B | $4.1M |
| 2 | MARSH & MCLENNAN COMPANIES, INC. MARSH & MCLENNAN COMPANIES RETIREMENT PLAN | NEW YORK NY | 6,545 | $4.2B | $1.3M |
| 3 | CONSTELLATION ENERGY GENERATION LLC |
KENNETT SQUARE PA |
| — |
| $2.5B |
| $1.3M |
| 4 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $1.0M |
| 5 | EXELON CORPORATION EXELON CORP PENSION MASTER TRUST- ECRP HDG | CHICAGO IL | — | $3.7B | $1.0M |
| 6 | AMERICAN CANCER SOCIETY, INC. AMERICAN CANCER SOCIETY, INC. RETIREMENT ANNUITY PLAN | ATLANTA GA | 1,126 | $445.5M | $545K |
| 7 | USG CORPORATION USG CORPORATION RETIREMENT PLAN | CHICAGO IL | 6,329 | $634.3M | $522K |
| 8 | CSAA INSURANCE SERVICES, INC. CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN | WALNUT CREEK CA | 1,984 | $821.8M | $428K |
| 9 | GREIF PACKAGING LLC GREIF PENSION PLAN | DELAWARE OH | 1,078 | $522.4M | $297K |
| 10 | UNIVERSITY OF MIAMI RETIREMENT PLAN FOR EMPLOYEES OF THE UNIV OF MIAMI | CORAL GABLES FL | 1,788 | $567.4M | $221K |
