Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Master Trust Sunoco, Inc. Sunoco Inc. Cap Preserv ation Fund in their Schedule of Assets, totaling $176.9M 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 | ENERGY TRANSFER LP ENERGY TRANSFER LP 401(K) PLAN | HOUSTON TX | 13,406 | $2.8B | $174.6M |
| 2 | SUNOCO GP LLC SUNOCO RETAIL STORE 401(K) PLAN | HOUSTON TX | 685 | $26.3M | $2.2M |
