Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Intuit Software in their Schedule of Assets, totaling $6.4M 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 | BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATING PENSION TRUST FUND FOR OPERATING ENGINEERS | ALAMEDA CA | 20,793 | $5.4B | $1.7M |
| 2 | JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND | KENSINGTON MD | 14,943 | $6.6B | $1.0M |
| 3 |
PHILADELPHIA PA |
| 1,369 |
| $317.9M |
| $769K |
| 4 | GREATER PENNSYLVANIA CARPENTERS' PENSION FUND GREATER PENNSYLVANIA CARPENTERS' PENSION FUND | PITTSBURGH PA | 8,933 | $1.7B | $695K |
| 5 | JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355 TRUCK DRIVERS & HELPERS LOCAL UNION NO. 355 RETIREMENT PLAN | BALTIMORE MD | 1,785 | $732.0M | $685K |
| 6 | JOINT BOARD OF TRUSTEES ROOFERS LOCAL UNION 30 ROOFERS UNION LOCAL 30 COMBINED PENSION FUND | TROY MI | 787 | $171.3M | $595K |
| 7 | BOARD OF TRUSTEES OF THE EASTERN EASTERN SHORE TEAMSTERS PENSION FUND | BALTIMORE MD | 300 | $166.2M | $588K |
| 8 | UFCW REGIONAL PENSION FUND UFCW REGIONAL PENSION FUND | MOUNT LAURAL NJ | 602 | $130.6M | $130K |
| 9 | ASBESTOS WORKERS PHILADELPHIA WELFARE FUND ASBESTOS WORKERS PHILADELPHIA WELFARE FUND | PHILADELPHIA PA | 457 | $32.9M | $105K |
| 10 | BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN | PHILADELPHIA PA | 2,425 | $644.1M | $101K |
