Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Intuit Inc Com Common Stock in their Schedule of Assets, totaling $5.6M 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 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $3.8M |
| 2 | BELMARK, INC. BELMARK EMPLOYEES' RETIREMENT SAVINGS PLAN AND TRUST | DE PERE WI | 1,236 | $158.6M | $1.7M |
| 3 | SIX ROBBLEES' INC. SIX ROBBLEES' INC. PROFIT SHARING 401(K) PLAN |
TUKWILA WA |
| 166 |
| $16.9M |
| $32K |
| 4 | BEIERSDORF, INC. BEIERSDORF, INC. CASH BALANCE RETIREMENT PLAN | STAMFORD CT | 463 | $50.6M | $25K |