Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Halliburton Co. in their Schedule of Assets, totaling $39.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $9.6M |
| 2 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $6.5M |
| 3 | U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND |
ANNAPOLIS MD |
| 1,925 |
| $1.3B |
| $3.3M |
| 4 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $1.6M |
| 5 | TRUIST FINANCIAL CORPORATION TRUIST FINANCIAL CORPORATION PENSION PLAN | CHARLOTTE NC | 33,167 | $14.7B | $1.4M |
| 6 | DELL INC. DELL INC. 401(K) PLAN | ROUND ROCK TX | 36,668 | $14.7B | $1.4M |
| 7 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $1.4M |
| 8 | DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND VA | — | $8.3B | $1.4M |
| 9 | GENERAL MILLS, INC. GMI INVESTMENT TRUST - POOLED EQUITY FUND | MINNEAPOLIS MN | — | $1.4B | $1.3M |
| 10 | THRIVENT FINANCIAL FOR LUTHERANS THRIVENT INDIVIDUAL PENSION ACCOUNT PLAN | MINNEAPOLIS MN | 4,607 | $1.3B | $1.1M |
