Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Nuveen Core Impact Bond Fund Mutual Fund in their Schedule of Assets, totaling $5.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MITHUN, INC. MITHUN, INC. PROFIT SHARING 401(K) PLAN & TRUST | SEATTLE WA | 205 | $53.1M | $2.4M |
| 2 | BNIM ARCHITECTS INC. BNIM ARCHITECTS INC. PROFIT SHARING PLAN | KANSAS CITY MO | 75 | $17.2M | $1.1M |
| 3 | LAIRD NORTON WETHERBY TRUST COMPANY, LLC LNW RETIREMENT PLAN |
SEATTLE WA |
| 191 |
| $57.7M |
| $750K |
| 4 | ANCHOR QEA, INC. ANCHOR QEA 401(K) PLAN | SEATTLE WA | 525 | $110.0M | $482K |
| 5 | STAFFPAY, INC. EMPLICITY 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 3,170 | $66.3M | $218K |
| 6 | EASTMAN MUSIC COMPANY EASTMAN MUSIC COMPANY 401(K) PROFIT SHARING PLAN & TRUST | POMONA CA | 211 | $10.0M | $165K |
| 7 | CHARLES E. SMITH JEWISH DAY SCHOOL CHARLES E. SMITH JEWISH DAY SCHOOL DEFINED CONTRIBUTION PLAN | ROCKVILLE MD | 249 | $95.7M | $113K |
| 8 | DES ARCHITECTS + ENGINEERS DES ARCHITECTS + ENGINEERS 401(K) PROFIT SHARING PLAN | REDWOOD CITY CA | 67 | $59.6M | $35K |
| 9 | ASU ENTERPRISE PARTNERS ASU ENTERPRISE PARTNERS 401(K) PLAN | TEMPE AZ | 343 | $52.2M | $24K |
| 10 | PROTERRA POWERED LLC PROTERRA POWERED LLC 401(K) PLAN | BURLINGAME CA | 453 | $18.1M | $12K |
