Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding UnitedHealth Group Inc. 5.375% 4/15/2054 in their Schedule of Assets, totaling $1.8M 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 | BLUE CROSS AND BLUE SHIELD ASSOCIATION NATIONAL RETIREMENT TRUST | CHICAGO IL | — | $2.4B | $1.8M |
| 2 | BOARD OF TRUSTEES-ASBESTOS WORKERS LOCAL 18 RESA TRUST FUND ASBESTOS WORKERS LOCAL 18 RETIRED EMPLOYEES SEPARATE ACCOUNT TRUST FUND | INDIANAPOLIS IN | 657 | $5.5M | $90K |
