Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Intuit Common stock in their Schedule of Assets, totaling $2.8M 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 | DRUMMOND COMPANY, INC. USWA DRUMMOND COMPANY PENSION AGREEMENT | BIRMINGHAM AL | 265 | $48.9M | $742K |
| 2 | KRAFT HEINZ FOODS COMPANY KRAFT HEINZ COMPANY RETIREE GROUP BENEFITS PLAN | CHICAGO IL | 0 | $797.6M | $510K |
| 3 | YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST |
YORK PA |
| 420 |
| $100.7M |
| $508K |
| 4 | MICHIGAN BAC PENSION FUND MICHIGAN BAC PENSION FUND | TROY MI | 1,097 | $195.0M | $323K |
| 5 | MORRISON & FOERSTER LLP MORRISON & FOERSTER LLP CASH BALANCE RETIREMENT PLAN | SAN FRANCISCO CA | 245 | $174.5M | $294K |
| 6 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY PENSION PLAN | BIRMINGHAM AL | 299 | $170.2M | $140K |
| 7 | STEWART & TATE, INC. STEWART & TATE EMPLOYEES PROFIT SHARING PLAN | YORK PA | 175 | $27.9M | $106K |
| 8 | PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY REVISED PENSION PLAN FOR EMPLOYEES OF PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY AND ITS AFFILIATED COMPANIES | HARRISBURG PA | 275 | $212.1M | $70K |
| 9 | CRISDEL GROUP, INC. CRISDEL PROFIT SHARING PLAN | SOUTH PLAINFIELD NJ | 153 | $16.6M | $59K |
| 10 | AGC OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND ASSOCIATED GENERAL CONTRACTORS OF AMERICA, SAN DIEGO CHAPTER, INC. RETIREMENT TRUST FUND EMPLOYEE PENSION BENEFIT PLAN | SAN DIEGO CA | 316 | $24.2M | $25K |
