Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Core Plus Bond R6 Registered Investment Company in their Schedule of Assets, totaling $9.2M 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 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MENANDS NY | 1,153 | $186.3M | $3.4M |
| 2 | MARSHALL MEDICAL CENTER MARSHALL MEDICAL CENTER 403(B) RETIREMENT PLAN | PLACERVILLE CA | 1,486 | $160.7M | $2.9M |
| 3 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. |
MENANDS NY |
| 1,471 |
| $213.4M |
| $2.8M |
| 4 | NORDIC NATURALS NORDIC NATURALS 401(K) PLAN | WATSONVILLE CA | 344 | $23.3M | $104K |
