Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Core Plus Bond Fund Mutual fund in their Schedule of Assets, totaling $909K 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 | JULY BUSINESS SERVICES JULY POOLED EMPLOYER PLAN #2 | WACO TX | 4,752 | $52.9M | $883K |
| 2 | HUI HULIAU HUI HULIAU 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 170 | $7.8M | $14K |
| 3 | CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN |
SAN FRANCISCO CA |
| 126 |
| $29.6M |
| $13K |
