Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Strips in their Schedule of Assets, totaling $863.9M 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 | CELANESE AMERICAS LLC CELANESE AMERICAS RETIREMENT PENSION PLAN | IRVING TX | 976 | $1.9B | $826.1M |
| 2 | PINNACLE WEST CAPITAL CORPORATION PINNACLE WEST CAPITAL CORPORATION UNION HEALTH BENEFITS MASTER TRUST | PHOENIX AZ | — | $381.8M | $30.0M |
| 3 | MORGANITE INDUSTRIES, INC. |
RALEIGH NC |
| 278 |
| $127.0M |
| $6.1M |
| 4 | HZU5 -HALLMARK CARDS, INC. MASTER TRUST, STATE STREET BANK & TRUST, TR HALLMARK MASTER TRUST LONG DURATION FIXED INCOME | KANSAS CITY MO | — | $163.6M | $1.3M |
| 5 | HALLMARK CARDS, INC. MASTER TRUST STATE STREET BANK & TRUST, TRUSTEE HALLMARK CARDS INCORPORATED MASTER TRUST LONG DURATION FIXED INCOME - CRAYOLA | KANSAS CITY MO | — | $58.7M | $464K |
