Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Energy Transfer Operating in their Schedule of Assets, totaling $8.7M 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, FELRA & UFCW PENSION FELRA & UFCW PENSION PLAN | SPARKS MD | 0 | $1.4B | $6.1M |
| 2 | KNIGHTS OF COLUMBUS SUPREME COUNCIL KNIGHTS OF COLUMBUS MASTER TRUST | NEW HAVEN CT | — | $655.5M | $869K |
| 3 | WHEATLAND TUBE, LLC JOHN MANEELY COMPANY PENSION PLAN |
CHICAGO IL |
| 240 |
| $153.6M |
| $575K |
| 4 | AMPCO-PITTSBURGH CORPORATION AMPCO-PITTSBURGH CORPORATION RETIREMENT PLAN | CARNEGIE PA | 340 | $160.6M | $280K |
| 5 | NASDAQ, INC. NASDAQ PENSION PLAN | ROCKVILLE MD | 199 | $61.1M | $279K |
| 6 | PRISMA HEALTH LEGACY GHS/TUOMEY PENSION PLAN | GREENVILLE SC | 2,441 | $423.1M | $262K |
| 7 | VITRO FLAT GLASS LLC VITRO FLAT GLASS LLC RETIREMENT PLAN | CHESWICK PA | 65 | $57.7M | $140K |
| 8 | UNITED FIRE & CASUALTY CO UNITED PENSION PLAN | CEDAR RAPIDS IA | 652 | $241.2M | $127K |
| 9 | PITTSBURGH GLASS WORKS, LLC PITTSBURGH GLASS WORKS RETIREMENT INCOME PLAN | CHESWICK PA | 104 | $22.0M | $42K |
| 10 | THE INTERNATIONAL ASSOCIATION OF LIONS CLUBS RETIREMENT INCOME PLAN FOR EMPLOYEES OF INTERNATIONAL ASSOCIATION OF LIONS CLUBS | OAK BROOK IL | 40 | $53.4M | $17K |
