Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 340 U.S. retirement plans report holding Unitedhealth Group, Inc. in their Schedule of Assets, totaling $740.6M 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 PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $106.6M |
| 2 | GRAHAM HOLDINGS COMPANY THE GRAHAM HOLDINGS COMPANY MASTER RETIREMENT TRUST | ARLINGTON VA | — | $3.0B | $73.9M |
| 3 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST |
BASKING RIDGE NJ |
| — |
| $41.1B |
| $44.0M |
| 4 | RTX CORPORATION RTX MASTER RETIREMENT TRUST | FARMINGTON CT | — | $42.1B | $31.4M |
| 5 | RTX CORPORATION RTX CONSOLIDATED PENSION PLAN | FARMINGTON CT | 33,534 | $41.6B | $26.4M |
| 6 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $24.6M |
| 7 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON IL | 39,712 | $37.7B | $21.2M |
| 8 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $17.3M |
| 9 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN 6.0 | RESTON VA | 52,307 | $12.4B | $16.4M |
| 10 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $14.3M |
