Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Equity Index R Mutual Fund in their Schedule of Assets, totaling $5.7M 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 | THE FAY SCHOOL THE FAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SOUTHBOROUGH MA | 148 | $40.2M | $4.3M |
| 2 | THE FESSENDEN SCHOOL THE FESSENDEN SCHOOL RETIREMENT PLAN | WEST NEWTON MA | 334 | $56.6M | $1.4M |
