Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding PGIM Jennison Utility Z Mutual Fund in their Schedule of Assets, totaling $112K 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 | INTELLIGENESIS LLC INTELLIGENESIS 401(K) PLAN | COLUMBIA MD | 158 | $35.4M | $85K |
| 2 | U.S. HOLDINGS, INC. U.S. HOLDINGS, INC. ET AL 401(K) PLAN | HIALEAH FL | 203 | $19.8M | $22K |
| 3 | TM ASSOCIATES MANAGEMENT, INC. TM ASSOCIATES MANAGEMENT, INC. EMPLOYEES SAVINGS TRUST |
ROCKVILLE MD |
| 720 |
| $9.1M |
| $6K |
