Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Halliburton Company in their Schedule of Assets, totaling $1.6M 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 | PRINCIPAL FINANCIAL GROUP, INC. PRINCIPAL CASH BALANCE PLAN | DES MOINES IA | 12,410 | $1.5B | $652K |
| 2 | CHEROKEE DISTRIBUTING COMPANY, INC. CHEROKEE DISTRIBUTING COMPANY INC EMPLOYEES' PROFIT-SHARING PLAN | KNOXVILLE TN | 362 | $32.8M | $201K |
| 3 | THE WESTERN AND SOUTHERN LIFE INSURANCE COMPANY |
CINCINNATI OH |
| 2,560 |
| $1.2B |
| $201K |
| 4 | BOARD OF TRUSTEES - H.F.I.A.W. LOCAL NO.32 PENSION TRUST FUND H.F.I.A.W. LOCAL NO. 32 - PENSION TRUST FUND | HOPATCONG NJ | 202 | $90.3M | $190K |
| 5 | BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCW DESERT STATES EMPLOYERS & UFCW UNIONS PENSION PLAN | PHOENIX AZ | 24,360 | $1.0B | $182K |
| 6 | UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND UFCW LOCAL 1776 & PARTICIPATING EMPLOYERS PENSION FUND | PLYMOUTH MEETING PA | 1,905 | $81.5M | $57K |
| 7 | THE INTERNATIONAL ASSOCIATION OF LIONS CLUBS RETIREMENT INCOME PLAN FOR EMPLOYEES OF INTERNATIONAL ASSOCIATION OF LIONS CLUBS | OAK BROOK IL | 40 | $53.4M | $30K |
| 8 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 71 | $126.9M | $15K |
| 9 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 30 | $92.5M | $11K |
| 10 | SOUTH JERSEY INDUSTRIES, INC. SOUTH JERSEY INDUSTRIES, INC. POST-RETIREMENT PLAN FOR ELIZABETHTOWN AND ELKTON GAS EMPLOYEES | FOLSOM NJ | 220 | $22.3M | $6K |
