Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding Energy Transfer, LP in their Schedule of Assets, totaling $142.5M 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 | $38.5M |
| 2 | INTERNATIONAL PAPER COMPANY THE INTERNATIONAL PAPER CO RETIREMENT PLAN PENSION ACCOUNT | MEMPHIS TN | — | $6.4B | $24.3M |
| 3 | PRINCIPAL FINANCIAL GROUP, INC. PRINCIPAL CASH BALANCE PLAN |
DES MOINES IA |
| 12,410 |
| $1.5B |
| $12.9M |
| 4 | THE BANK OF NEW YORK MELLON THE BANK OF NEW YORK MELLON CORPORATION PENSION PLAN | PITTSBURGH PA | 5,336 | $5.2B | $11.3M |
| 5 | CELANESE AMERICAS LLC CELANESE AMERICAS RETIREMENT PENSION PLAN | IRVING TX | 976 | $1.9B | $9.0M |
| 6 | TRUSTEES OF ILWU-PMA PENSION PLAN ILWU-PMA PENSION PLAN | SAN FRANCISCO CA | 16,115 | $9.7B | $6.6M |
| 7 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2028 | JERSEY CITY NJ | — | $1.7B | $5.9M |
| 8 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2025 | JERSEY CITY NJ | — | $1.7B | $5.1M |
| 9 | GOLDMAN SACHS TRUST COMPANY, N.A. TERM FUND 2026 | JERSEY CITY NJ | — | $1.7B | $4.9M |
| 10 | DASSAULT FALCON JET CORPORATION DASSAULT FALCON JET CORPORATION RETIREMENT INCOME PLAN | LITTLE FERRY NJ | 1,106 | $274.7M | $4.9M |
