Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Charter Guarantee & Trust Company (d/b/a Principal Trust Company), as permitted by 29 CFR 2520.103-5(c) of the Department of Labor's Rules and Regulation for in their Schedule of Assets, totaling $5K 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 | HF SINCLAIR CORPORATION HF SINCLAIR CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 4,139 | $1.2B | $3K |
| 2 | HF SINCLAIR CORPORATION HF SINCLAIR CORPORATION LEGACY PUGET SOUND REFINERY 401(K) PLAN | DALLAS TX | 275 | $52.2M | $3K |
