Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Unitedhealth Group Inc Com Common Stock in their Schedule of Assets, totaling $4.7M 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 | UNITED STEEL, PAPER AND FORESTRY, RUBBER, MANUFACTURING, ENERGY, ALLIE UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN | PITTSBURGH PA | 702 | $788.7M | $2.9M |
| 2 | PUGET SOUND ENERGY, INC. RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. | BELLEVUE WA | 1,805 | $830.1M | $911K |
| 3 | BAY AREA PAINTERS & TAPERS PENSION TRUST |
DUBLIN CA |
| 3,428 |
| $700.0M |
| $868K |
| 4 | IBEW LOCAL 712 UNDEREMPLOYMENT SUBSISTENCE TR FUND IBEW LOCAL 712 UNDEREMPLOYMENT SUBSISTENCE TRUST FUND | PITTSBURGH PA | 622 | $5.3M | $17K |
