Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Intuitive Surgical Inc New Common stock in their Schedule of Assets, totaling $196K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HARTE HANKS, INC. HARTE HANKS, INC. PENSION PLAN II | CHELMSFORD MA | 7 | $30.8M | $70K |
| 2 | SIX ROBBLEES' INC. SIX ROBBLEES' INC. PROFIT SHARING 401(K) PLAN | TUKWILA WA | 166 | $16.9M | $68K |
| 3 | BERWIND CORPORATION BERWIND CORPORATION EMPLOYEES' RETIREMENT PLAN |
PHILADELPHIA PA |
| 152 |
| $99.4M |
| $29K |
| 4 | COLORCON, INC. COLORCON, INC. EMPLOYEES' PENSION PLAN | HARLEYSVILLE PA | 143 | $79.3M | $23K |
| 5 | BOARD OF TRUSTEES HAWAII SHEET METAL WORKERS TRAINING FUND HAWAII SHEET METAL WORKERS TRAINING FUND | HONOLULU HI | 484 | $7.3M | $6K |
