Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Energy Transfer in their Schedule of Assets, totaling $26.0M 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 | PACTIV LLC PACTIV GENERAL EMPLOYEE BENEFIT TRUST | LAKE FOREST IL | — | $866.2M | $16.3M |
| 2 | HUNTINGTON BANCSHARES INCORPORATED HUNTINGTON BANCSHARES RETIREMENT PLAN | COLUMBUS OH | 2,585 | $702.3M | $3.0M |
| 3 | GLEN RAVEN, INC. GLEN RAVEN, INC. PENSION PLAN |
BURLINGTON NC |
| 1,316 |
| $178.2M |
| $2.3M |
| 4 | SCHLUMBERGER TECHNOLOGY CORPORATION SCHLUMBERGER GROUP WELFARE BENEFITS PLAN | HOUSTON TX | 13,185 | $790.1M | $1.4M |
| 5 | KINDER MORGAN, INC. KINDER MORGAN RETIREMENT PLAN MASTER TRUST | HOUSTON TX | — | $1.7B | $1.2M |
| 6 | ESSENTIAL HOLDING AMERICA, LLC SOLVAY US COMPANIES PENSION PLAN | PRINCETON NJ | 462 | $259.8M | $496K |
| 7 | ASSURANT, INC. ASSURANT PENSION PLAN | ATLANTA GA | 2,811 | $675.6M | $425K |
| 8 | THE TRUSTEE OF THE CARPENTERS INDUSTRIAL COUNCIL OF EASTERN CARPENTERS INDUSTRIAL COUNCIL OF EASTERN PENNSYLVANIA PENSION PLAN | WEST TRENTON NJ | 0 | $11.3M | $212K |
| 9 | BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUND CENTRAL LABORERS' PENSION FUND | JACKSONVILLE IL | 5,167 | $1.4B | $203K |
| 10 | BOARD OF TRUSTEES OF IBEW LOCAL 139 WELFARE IBEW LOCAL 139 WELFARE PLAN | ELMIRA NY | 224 | $28.4M | $140K |
