Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Unitedhealth Group Common stock in their Schedule of Assets, totaling $2.9M 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 | FAYEZ SAROFIM & CO. FAYEZ SAROFIM & CO. PROFIT SHARING PLAN | HOUSTON TX | 108 | $224.3M | $2.5M |
| 2 | DELONG'S, INC. DELONG'S, INC. PENSION PLAN | JEFFERSON CITY MO | 143 | $27.5M | $405K |
| 3 | COMFORT FLOW HEATING, CO. COMFORT FLOW HEATING, CO. 401(K) PROFIT SHARING PLAN |
SPRINGFIELD OR |
| 181 |
| $12.0M |
| $5K |
