Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 79 U.S. retirement plans report holding Unitedhealth Group Inc. Common stock in their Schedule of Assets, totaling $140.1M 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 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $31.1M |
| 2 | PFIZER INC PFIZER SAVINGS PLAN | NEW YORK NY | 29,469 | $22.0B | $23.1M |
| 3 | DOMINION ENERGY, INC. DOMINION ENERGY RETIREE HEALTH & WELFARE PLAN |
RICHMOND VA |
| — |
| $1.8B |
| $13.5M |
| 4 | APPLE INC. APPLE 401(K) PLAN | CUPERTINO CA | 101,217 | $24.7B | $13.2M |
| 5 | PARAMOUNT GLOBAL PARAMOUNT GLOBAL 401(K) PLAN (FKA VIACOMCBS 401(K) PLAN) | NEW YORK NY | 15,335 | $6.4B | $11.6M |
| 6 | NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION SAVINGS PLAN FOR EMPLOYEES OF NTCA AND ITS MEMBERS | ARLINGTON VA | 23,584 | $3.4B | $6.3M |
| 7 | NORDSTROM, INC. NORDSTROM 401K PLAN | SEATTLE WA | 58,257 | $4.3B | $6.1M |
| 8 | THE INTERPUBLIC GROUP OF COMPANIES, INC. THE INTERPUBLIC GROUP OF COMPANIES, INC. SAVINGS PLAN | NEW YORK NY | 21,182 | $4.1B | $4.2M |
| 9 | MILLIKEN & COMPANY THE MILLIKEN RETIREMENT PLAN | SPARTANBURG SC | 5,691 | $1.4B | $2.7M |
| 10 | DAIMLER TRUCK N.A. MASTER RETIREMENT TRUST DAIMLER TRUCK N.A. LLC MASTER RETIREMENT TRUST | PORTLAND OR | — | $1.6B | $2.5M |
