Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding PGIM JENNISON UTILITY R in their Schedule of Assets, totaling $690K 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 | IBISWORLD INC IBISWORLD 401(K) PLAN | VENICE CA | 199 | $17.6M | $182K |
| 2 | FMA ALLIANCE, LTD FMA ALLIANCE, LTD 401K & PROFIT SHARING PLAN | HOUSTON TX | 290 | $5.0M | $170K |
| 3 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN |
COLUMBUS OH |
| 466 |
| $15.6M |
| $156K |
| 4 | MONCLER USA, INC MONCLER USA 401K PROFIT SHARING SHARING PLAN AND TRUST | NEW YORK NY | 404 | $11.6M | $99K |
| 5 | PATRICK K WILLIS COMPANY INC P K WILLIS COMPANY INC 401K PLAN | EL DORADO HILLS CA | 302 | $7.7M | $50K |
| 6 | GNS HEALTHCARE, INC GNS HEALTHCARE, INC. 401(K) PLAN | SOMERVILLE MA | 30 | $6.8M | $32K |
| 7 | CG BUSINESS MANGEMENT, LLC CG BUSINESS MANGEMENT LLC 401(K) PROFIT SHARING PLAN | CHESHIRE CT | 148 | $3.4M | $2K |
