Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding UNITEDHEALTH GROUP INC 5.375% 04/15/2054 DD 03/21/24 in their Schedule of Assets, totaling $20.5M 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 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $12.4M |
| 2 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $3.3M |
| 3 | INTEL CORPORATION INTEL CORPORATION RETIREE MEDICAL PLAN |
| 0 |
| $544.3M |
| $3.0M |
| 4 | ROCKWELL AUTOMATION, INC. ROCKWELL AUTOMATION PENSION PLAN | MILWAUKEE WI | 1,841 | $1.8B | $850K |
| 5 | VHS OF MICHIGAN DETROIT MEDICAL CENTER CONSOLIDATED PENSION PLAN | DETROIT MI | 1,443 | $572.9M | $535K |
| 6 | MOUNT NITTANY MEDICAL CENTER PENSION PLAN FOR EMPLOYEES OF MOUNT NITTANY MEDICAL CENTER | STATE COLLEGE PA | 1,047 | $188.1M | $300K |
| 7 | AMERICAN AIR LIQUIDE HOLDINGS, INC. AMERICAN AIR LIQUIDE HOLDINGS, INC. RETIREMENT PLAN | HOUSTON TX | 553 | $445.7M | $94K |
| 8 | DOLE FOOD COMPANY, INC. CONSOLIDATED RETIREMENT PLAN OF DOLE FOOD COMPANY, INC. | CHARLOTTE NC | 210 | $140.6M | $66K |
