Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Transaction Aggregate in their Schedule of Assets, totaling $8.8M 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 | CHEVRON CORPORATION THE STAR ENTERPRISE RETIREMENT PLAN | HOUSTON TX | 0 | $22.3M | $4.4M |
| 2 | VISTRA OPERATIONS COMPANY LLC VISTRA RETIREMENT PLAN | IRVING TX | 131 | $237.8M | $2.1M |
| 3 | HUBBELL INC. & SUBSIDIARIES HUBBELL INCORPORATED MASTER PENSION TRUST |
SHELTON CT |
| — |
| $427.9M |
| $2.1M |
| 4 | RUSH UNIVERSITY MEDICAL CENTER RUSH UNIVERSITY MEDICAL CENTER RETIREMENT PLAN | CHICAGO IL | 0 | $0 | $246K |