Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Unitedhealth Group Inc 5.625% 07-15-2054 in their Schedule of Assets, totaling $14.4M 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 | CUMMINS INC. CUMMINS PENSION PLAN | COLUMBUS IN | 28,798 | $3.2B | $10.7M |
| 2 | WILLIAM BEAUMONT HOSPITAL WILLIAM BEAUMONT HOSPITAL EMPLOYEES' RETIREMENT PLAN | SOUTHFIELD MI | 6,502 | $1.4B | $1.1M |
| 3 | NORTHWELL HEALTH, INC. NORTHWELL HEALTH PENSION PLAN |
WESTBURY NY |
| 26,078 |
| $2.8B |
| $632K |
| 4 | CSAA INSURANCE SERVICES, INC. CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN | WALNUT CREEK CA | 1,984 | $821.8M | $425K |
| 5 | AUTOMOBILE CLUB OF SO CALIFORNIA CLUB PENSION PLAN | COSTA MESA CA | 11,289 | $2.6B | $370K |
| 6 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $362K |
| 7 | UNIVERSITY OF MIAMI RETIREMENT PLAN FOR EMPLOYEES OF THE UNIV OF MIAMI | CORAL GABLES FL | 1,788 | $567.4M | $240K |
| 8 | OAKWOOD HEALTHCARE, INC. OAKWOOD HEALTHCARE, INC. CASH BALANCE PLAN | SOUTHFIELD MI | 1,645 | $281.7M | $224K |
| 9 | UNILEVER UNITED STATES, INC UNICARE RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 800 | $836.2M | $156K |
| 10 | R.R. DONNELLEY RR DONNELLEY PENSION PLAN | CHICAGO IL | 2,390 | $380.4M | $114K |
