Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding ENERGY TRANSFER FIXED 5.5% in their Schedule of Assets, totaling $3.3M 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 | BOARD OF TRUSTEES OF EIT INSURANCE FUND FOR ELECTRICAL CONTRACTORS ELECTRICAL INSURANCE TRUSTEES INSURANCE FUND FOR ELECTRICAL CONTRACTORS | ALSIP IL | 7,141 | $733.6M | $2.7M |
| 2 | BOARD OF TRUSTEES OF EIT INSURANCE FUND FOR COMMUNICATION EMPLOYERS ELECTRICAL INSURANCE TRUSTEES INSURANCE FUND FOR COMMUNICATION EMPLOYERS | ALSIP IL | 1,749 | $120.0M | $486K |
| 3 |
ALSIP IL |
| 332 |
| $21.8M |
| $90K |
