Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding IGT Jennison Intermediate Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . in their Schedule of Assets, totaling $694.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $582.1M |
| 2 | COX ENTERPRISES, INC. COX ENTERPRISES, INC. 401(K) PLAN | ATLANTA GA | 42,495 | $8.1B | $49.4M |
| 3 | CAPITAL ONE FINANCIAL CORPORATION CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SAVINGS PLAN |
MCLEAN VA |
| 45,199 |
| $12.0B |
| $49.4M |
| 4 | COMMUNITYAMERICA CREDIT UNION COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN | LENEXA KS | 1,067 | $577.8M | $13.3M |