diversification

2 cases — ← All topics

Case Title Lower Court Docketed Status Flags Tags Question Presented
20-1255 Jeffrey Schweitzer, et al. v. Investment Committee of the Phillips 66 Savings Plan, et al. Fifth Circuit 2021-03-10 Denied Response RequestedResponse WaivedRelisted (3) defined-contribution-plan diversification erisa erisa-fiduciary fiduciary-duty imprudent-investment investment-diversification participant-claims participant-rights pleadings single-stock-fund Is an ERISA fiduciary entitled to dismissal on the pleadings of a plan participant's claim that the fiduciary imprudently maintained an undiversified,…
20-609 Gannett Company, Inc., et al. v. Jeffrey Quatrone Fourth Circuit 2020-11-05 Denied CVSGAmici (1)Response RequestedRelisted (3) defined-contribution-plan diversification erisa fiduciary-duty investment-options menu-of-investment-options prudence single-stock-fund Whether a plaintiff adequately pleads breach of the duties of prudence and diversification solely by alleging that fiduciaries permitted participants …