Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding PGIM Jennison Growth Z Registered investment company in their Schedule of Assets, totaling $95.4M 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 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH BASE RETIREMENT PLAN | PASADENA CA | 10,047 | $5.2B | $52.7M |
| 2 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH VOLUNTARY RETIREMENT PLAN | PASADENA CA | 7,880 | $2.3B | $40.5M |
| 3 | RANSOM EVERGLADES SCHOOL, INC. RANSOM EVERGLADES SCHOOL SECTION 403(B) RETIREMENT PLAN |
MIAMI FL |
| 263 |
| $83.8M |
| $1.9M |
| 4 | TRAXXAS, L.P. TRAXXAS, L.P. 401(K) PLAN | MCKINNEY TX | 179 | $33.9M | $333K |
| 5 | SITEWORX HOLDINGS, LLC SHIFT7 DIGITAL 401(K) PLAN | CARY NC | 58 | $10.8M | $30K |
