Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen Equity Index R6 Mutual fund in their Schedule of Assets, totaling $58.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF BOSTON COLLEGE THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I | CHESTNUT HILL MA | 1,607 | $765.2M | $34.8M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $6.8M |
| 3 | CANISIUS UNIVERSITY |
BUFFALO NY |
| 579 |
| $249.2M |
| $6.5M |
| 4 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $5.9M |
| 5 | MEADOWBROOK SCHOOL OF WESTON MEADOWBROOK SCHOOL DC RETIREMENT PLAN | WESTON MA | 94 | $27.6M | $2.7M |
| 6 | NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY DEFINED CONTRIBUTION PLAN | BOSTON MA | 98 | $16.7M | $788K |
| 7 | JUICE PHARMA WORLDWIDE, LLC JUICE PHARMA WORLDWIDE, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 0 | $16.3M | $760K |
| 8 | TRINITY-PAWLING SCHOOL TRINITY-PAWLING SCHOOL RETIREMENT PLAN | PAWLING NY | 112 | $33.7M | $519K |