Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Berkshire Hathaway Energ in their Schedule of Assets, totaling $7.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CELANESE AMERICAS LLC CELANESE AMERICAS RETIREMENT PENSION PLAN | IRVING TX | 976 | $1.9B | $2.7M |
| 2 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY WESTERN & SOUTHERN FINANCIAL GROUP PENSION PLAN | CINCINNATI OH | 2,560 | $1.2B | $2.5M |
| 3 | UNITED FIRE & CASUALTY CO |
CEDAR RAPIDS IA |
| 652 |
| $241.2M |
| $1.0M |
| 4 | MORGANITE INDUSTRIES, INC. MORGAN US EMPLOYEES' RETIREMENT PLAN | RALEIGH NC | 278 | $127.0M | $567K |
| 5 | JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEW ELECTRICAL WORKERS PENSION PLAN LOCAL 103 I.B.E.W. | BOSTON MA | 6,140 | $1.9B | $299K |
| 6 | BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBER SOUTHERN CALIFORNIA LUMBER INDUSTRY RETIREMENT FUND | LOS ANGELES CA | 916 | $204.7M | $242K |
| 7 | TEMPLE UNIVERSITY HEALTH SYSTEM INC TEMPLE UNIVERSITY HEALTH SYSTEM, INC. CONSOLIDATED PENSION PLAN | PHILADELPHIA PA | 365 | $86.2M | $204K |
| 8 | ELWYN NEW JERSEY ELWYN NEW JERSEY RETIREMENT PLAN | VINELAND NJ | 102 | $14.2M | $26K |
