Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen Core Impact Bond R6 Registered investment company in their Schedule of Assets, totaling $8.2M 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 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $5.5M |
| 2 | COLUMBIA SPORTSWEAR COMPANY COLUMBIA SPORTSWEAR COMPANY 401(K) PLAN | PORTLAND OR | 4,412 | $462.1M | $901K |
| 3 | THE UNIVERSITY OF PUGET SOUND |
TACOMA WA |
| 923 |
| $354.1M |
| $653K |
| 4 | JBR, INC. JBR, INC. 401(K) PLAN | LINCOLN CA | 308 | $18.6M | $637K |
| 5 | UNIVERSITY OF WESTERN STATES UNIVERSITY OF WESTERN STATES 403(B) PLAN | PORTLAND OR | 93 | $39.0M | $159K |
| 6 | HERRICK, FEINSTEIN LLP HERRICK, FEINSTEIN LLP SAVINGS AND PROFIT SHARING PLAN | NEW YORK NY | 128 | $82.1M | $144K |
| 7 | HERRICK, FEINSTEIN LLP HERRICK, FEINSTEIN LLP SAVINGS PLAN (NEW) | NEW YORK NY | 122 | $32.6M | $123K |
| 8 | HALL CAPITAL PARTNERS LLC HALL CAPITAL PARTNERS LLC 401(K) PLAN | SAN FRANCISCO CA | 206 | $50.7M | $18K |
