Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Phillips 66 Common stock in their Schedule of Assets, totaling $30.9M 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 | APPLE INC. APPLE 401(K) PLAN | CUPERTINO CA | 101,217 | $24.7B | $8.2M |
| 2 | GENENTECH, INC. ROCHE U.S. RETIREMENT PLANS MASTER TRUST | SOUTH SAN FRANCISCO CA | — | $18.0B | $3.8M |
| 3 | WESTROCK COMPANY WESTROCK COMPANY 401K RETIREMENT SAVINGS PLAN TRUST |
ATLANTA GA |
| — |
| $4.8B |
| $3.7M |
| 4 | COSTCO WHOLESALE CORPORATION COSTCO 401K RETIREMENT PLAN | ISSAQUAH WA | 212,976 | $41.0B | $2.7M |
| 5 | GREAT DANE LLC RETIREMENT PLAN FOR GREAT DANE LLC | CHICAGO IL | 3,435 | $298.1M | $2.3M |
| 6 | TWDC ENTERPRISES 18 CORP. THE WALT DISNEY COMPANY RETIREMENT PLAN MASTER TRUST | BURBANK CA | — | $17.4B | $1.9M |
| 7 | FAYEZ SAROFIM & CO. FAYEZ SAROFIM & CO. PROFIT SHARING PLAN | HOUSTON TX | 108 | $224.3M | $1.8M |
| 8 | HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC. CC INDUSTRIES AND AFFILIATES PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | CHICAGO IL | 316 | $214.3M | $1.8M |
| 9 | FIFTH THIRD BANCORP FIFTH THIRD BANCORP 401(K) SAVINGS PLAN | CINCINNATI OH | 18,855 | $4.0B | $1.2M |
| 10 | HENRY CROWN & COMPANY S LLC HENRY CROWN AND COMPANY PENSION PLAN | CHICAGO IL | 302 | $159.0M | $1.2M |
