Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Jennison Small-Mid Cap Equity Fund Collective trust fund in their Schedule of Assets, totaling $282.5M 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 | PFIZER INC PFIZER SAVINGS PLAN | NEW YORK NY | 29,469 | $22.0B | $279.8M |
| 2 | PBG PUERTO RICO LLC PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO | SAN JUAN PR | 86 | $395.4M | $2.7M |
