Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding UNITEDHEALTH GROUP INC COM SEDOL: 2917766 in their Schedule of Assets, totaling $61.0M 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 | UBS AG UBS 401(K) PLAN TRUST | WEEHAWKEN NJ | 24,260 | $10.2B | $39.7M |
| 2 | CATERPILLAR INC. CATERPILLAR INC. MASTER RETIREMENT TRUST | IRVING TX | — | $12.0B | $10.8M |
| 3 | CHEVRON CORPORATION CHEVRON MASTER PENSION TRUST | HOUSTON TX |
| — |
| $12.2B |
| $10.2M |
| 4 | ABBOTT LABORATORIES ABBOTT LABORATORIES ANNUITY RETIREMENT TRUST | ABBOTT PARK IL | — | $8.5B | $261K |
| 5 | DILLON COMPANIES, LLC DILLON COMPANIES, LLC EMPLOYEES' PROFIT SHARING PLAN | HUTCHINSON KS | 1,319 | $233.5M | $72K |
