Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen Core Equity Retirement " in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MEMPHIS UNIVERSITY SCHOOL MEMPHIS UNIVERSITY SCHOOL DC PLAN | MEMPHIS TN | 159 | $35.1M | $555K |
| 2 | FRONTIER SCIENCE AND TECHNOLOGY RESEARCH FOUNDATION, INC. FRONTIER SCIENCE AND TECHNOLOGY RESEARCH FOUNDATION, INC. RETIREMENT PLAN | AMHERST NY | 235 | $101.7M | $378K |
| 3 | SEWICKLEY ACADEMY |
SEWICKLEY PA |
| 151 |
| $41.9M |
| $287K |
| 4 | BRYANT UNIVERSITY BRYANT UNIVERSITY 403(B) RETIREMENT PLAN | SMITHFIELD RI | 992 | $318.2M | $283K |
| 5 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $28K |
| 6 | VALORUS VALORUS | SACRAMENTO CA | 24 | $1.8M | $1K |
