U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HALLIBURTON COMPANY 2020 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — | $132.5M | $20.0M |
| 2 | HALLIBURTON COMPANY INCOME RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — | $65.4M | $17.0M |
| 3 | HALLIBURTON COMPANY 2015 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — |
| $47.4M |
| $11.8M |
| 4 | HALLIBURTON COMPANY 2025 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — | $214.3M | $9.3M |
| 5 | HALLIBURTON COMPANY 2030 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — | $261.1M | $1.1M |