Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Intuit in their Schedule of Assets, totaling $10.6M 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 - SOUTHERN ELECTRICAL RETIREMENT FUND SOUTHERN ELECTRICAL RETIREMENT FUND | GOODLETTSVILLE TN | 13,044 | $2.2B | $4.6M |
| 2 | BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUST | ROSSFORD OH | 2,619 | $671.0M | $2.3M |
| 3 | WESTERN GROWERS ASSOCIATION |
IRVINE CA |
| 1,566 |
| $145.3M |
| $770K |
| 4 | HERBERT SMITH FREEHILLS KRAMER (US) LLP KRAMER LEVIN NAFTALIS & FRANKEL MASTER TRUST | NEW YORK NY | — | $776.2M | $745K |
| 5 | WHEATLAND TUBE, LLC JOHN MANEELY COMPANY PENSION PLAN | CHICAGO IL | 240 | $153.6M | $471K |
| 6 | UNITED FIRE & CASUALTY CO UNITED PENSION PLAN | CEDAR RAPIDS IA | 652 | $241.2M | $398K |
| 7 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 71 | $126.9M | $229K |
| 8 | COLONY BRANDS, INC. COLONY BRANDS, INC. PENSION PLAN | MONROE WI | 1,706 | $60.1M | $176K |
| 9 | SOUTH JERSEY INDUSTRIES, INC. RETIREMENT PLAN FOR EMPLOYEES OF SOUTH JERSEY INDUSTRIES, INC. | FOLSOM NJ | 30 | $92.5M | $166K |
| 10 | GLENCORE LTD. GLENCORE LTD. DEFINED BENEFIT PLAN | NEW YORK NY | 81 | $56.9M | $161K |
