Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 91 U.S. retirement plans report holding Phillips 66 in their Schedule of Assets, totaling $1.3B 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 | PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN | HOUSTON TX | 12,051 | $7.7B | $1.0B |
| 2 | CONOCOPHILLIPS COMPANY CONOCOPHILLIPS SAVINGS PLAN | HOUSTON TX | 6,894 | $6.7B | $252.9M |
| 3 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND |
ROCKVILLE MD |
| 343,794 |
| $20.4B |
| $6.8M |
| 4 | 3M COMPANY 3M EMPLOYEE RETIREMENT INCOME PLAN | ST. PAUL MN | 6,472 | $8.9B | $4.4M |
| 5 | UNITED PARCEL SERVICE OF AMERICA, INC. UPS GROUP TRUST | ATLANTA GA | — | $42.9B | $4.2M |
| 6 | H.E.BUTT GROCERY COMPANY H-E-B SAVINGS & RETIREMENT PLAN | SAN ANTONIO TX | 113,055 | $4.3B | $4.0M |
| 7 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $3.1M |
| 8 | BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $2.2M |
| 9 | PACIFIC GAS AND ELECTRIC COMPANY PG&E CORPORATION RETIREMENT MASTER TRUST | OAKLAND CA | — | $17.4B | $2.2M |
| 10 | STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES | BLOOMINGTON IL | 39,712 | $37.7B | $2.2M |
