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 BOND INDEX STRATEGY HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — | $66.8M | $66.8M |
| 2 | SONY CORPORATION OF AMERICA SONY USA 401(K) PLAN | NEW YORK NY | 13,338 | $6.2B | $51.6M |
| 3 | PACKAGING CORPORATION OF AMERICA PACKAGING CORPORATION OF AMERICA RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES | LAKE FOREST IL | 4,332 | $1.6B | $21.3M |
| 4 | PACKAGING CORPORATION OF AMERICA PACKAGING CORPORATION OF AMERICA THRIFT PLAN FOR HOURLY EMPLOYEES | LAKE FOREST IL | 11,794 | $1.3B | $17.6M |
| 5 | HALLIBURTON COMPANY 2030 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — | $261.1M | $7.5M |
| 6 | HALLIBURTON COMPANY 2025 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — | $214.3M | $5.6M |
| 7 | HALLIBURTON COMPANY LONG TARGET DATE RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — | $646.0M | $4.8M |
| 8 | HALLIBURTON COMPANY 2020 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — | $132.5M | $3.8M |
| 9 | HALLIBURTON COMPANY 2040 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — | $314.4M | $3.6M |
| 10 | HALLIBURTON COMPANY 2045 RETIREMENT PORTFOLIO HALLIBURTON COMPANY EMPLOYEE BENEFIT MASTER TRUST | HOUSTON TX | — | $347.0M | $2.7M |
