Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fiserv Inc Stock in their Schedule of Assets, totaling $2.3M 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 | LAKEVIEW CLINIC, LTD LAKEVIEW CLINIC LTD, RETIREMENT SAVINGS PLAN | WACONIA MN | 193 | $104.5M | $1.6M |
| 2 | TRUSTEES LOCAL 338 RETIREMENT FUND LOCAL 338 RETIREMENT FUND | MINEOLA NY | 1,749 | $607.0M | $524K |
| 3 | BD TRUSTEES RET AND PENSION PLAN FOR OFFICERS AND |
NEW YORK NY |
| 43 |
| $110.0M |
| $215K |
