Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 116 U.S. retirement plans report holding Csx Corp in their Schedule of Assets, totaling $570.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENERAL COMMITTEE OF ADJUSTMENT FOR THE LINES, CSX-WESTERN LINES, CSX- BROTHERHOOD OF LOCOMOTIVE ENGINEERS 401(K) SAVINGS EMPLOYEES OF CSX TRANSPORTATION INC. | WEST SENECA NY | 4,908 | $903.1M | $409.8M |
| 2 | LAZARD ASSET MANAGEMENT LLC LAZARD GLOBAL LISTED INFRASTRUCTURE TRUST | KANSAS CITY MO | — | $571.3M | $31.5M |
| 3 |
ATLANTA GA |
| — |
| $42.9B |
| $24.0M |
| 4 | UNITED HEALTHCARE SERVICES INC. UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST | MINNETONKA MN | — | $31.0B | $23.0M |
| 5 | TRAVELERS COMPANIES, INC. THE TRAVELERS PENSION PLAN | ST. PAUL MN | 27,531 | $4.2B | $15.3M |
| 6 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $4.0M |
| 7 | SCHLUMBERGER TECHNOLOGY CORPORATION SCHLUMBERGER GROUP WELFARE BENEFITS PLAN | HOUSTON TX | 13,185 | $790.1M | $3.4M |
| 8 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $2.9M |
| 9 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $2.9M |
| 10 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT | RESTON VA | — | $23.5B | $2.9M |
