Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Unitedhealth Group Inc Common stocks in their Schedule of Assets, totaling $18.5M 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 | MERCK & CO., INC. MERCK US SAVINGS PLAN AND MSD EE STOCK PURCHASE AND SAVINGS PLAN TRUST - PARTICIPANT DIRECTED | RAHWAY NJ | — | $14.6B | $17.9M |
| 2 | GOODFELLOW CIVIL CORP. GOODFELLOW BROS., LLC PROFIT SHARING AND 401(K) PLAN | WENATCHEE WA | 422 | $174.3M | $225K |
| 3 | GOODFELLOW BROS., LLC. |
WENATCHEE WA |
| 395 |
| $126.1M |
| $173K |
| 4 | MIDDLESEX WATER COMPANY MIDDLESEX WATER COMPANY PENSION PLAN | ISELIN NJ | 78 | $99.7M | $122K |
| 5 | ZIFFREN BRITTENHAM LLP ZIFFREN BRITTENHAM LLP 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 64 | $68.3M | $59K |
| 6 | CENTREVILLE SAVINGS BANK PENSION PLAN FOR EMPLOYEES OF CENTREVILLE SAVINGS BANK | WEST WARWICK RI | 24 | $19.4M | $35K |
