Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Unitedhealth Group Inc Shares in their Schedule of Assets, totaling $15.0M 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 | NEXTERA ENERGY, INC. NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN | JUNO BEACH FL | 15,485 | $5.3B | $14.8M |
| 2 | BAC LOCAL #5 NEW YORK PENSION PLAN BAC LOCAL #5 NEW YORK PENSION PLAN | REGO PARK NY | 69 | $64.4M | $127K |
| 3 | BOARD OF TRUSTEES OF IRON WORKERS DISTRICT COUNCIL OF WESTERN |
ROCHESTER NY |
| 253 |
| $9.4M |
| $107K |
| 4 | THE ACTORS' FUND OF AMERICA DBA ENTERTAINMENT COMMUNITY FUND THE ACTORS' FUND OF AMERICA PENSION PLAN | NEW YORK NY | 39 | $14.8M | $53K |
