Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding UnitedHealth Group Inc 4.75% 15 Jul 2045 in their Schedule of Assets, totaling $3.6M 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 | REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION RETIREMENT PLAN | BIRMINGHAM AL | 257 | $1.2B | $2.6M |
| 2 | FIRST HAWAIIAN, INC. EMPLOYEES' RETIREMENT PLAN OF FIRST HAWAIIAN, INC. | HONOLULU HI | 212 | $73.4M | $631K |
| 3 | BLUE CROSS AND BLUE SHIELD OF ALABAMA |
BIRMINGHAM AL |
| 1,907 |
| $711.9M |
| $366K |
