Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Core Plus Bond R6 Mutual fund in their Schedule of Assets, totaling $23.5M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $9.8M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $9.1M |
| 3 | HARVARD-WESTLAKE SCHOOL |
STUDIO CITY CA |
| 364 |
| $220.8M |
| $3.6M |
| 4 | THE SIMONS FOUNDATION, INC. THE SIMONS FOUNDATION, INC. 401(K) PLAN | NEW YORK NY | 536 | $119.9M | $699K |
| 5 | MEADOWBROOK SCHOOL OF WESTON MEADOWBROOK SCHOOL DC RETIREMENT PLAN | WESTON MA | 94 | $27.6M | $203K |
| 6 | WALNUT HILL SCHOOL WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NATICK MA | 92 | $19.2M | $4K |
| 7 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $1K |
