Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Pgim Jennison Utility Mutual Fund in their Schedule of Assets, totaling $59K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HUI HULIAU HUI HULIAU 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 170 | $7.8M | $40K |
| 2 | MATOSANTOS COMMERCIAL CORP. MATOSANTOS COMMERCIAL CORP. CODA PROFIT SHARING RETIREMENT PLAN | VEGA BAJA PR | 86 | $3.2M | $11K |
| 3 | GOLDEN VALLEY HEALTH CENTERS GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN |
ATWATER CA |
| 1,125 |
| $50.8M |
| $8K |