Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Large Cap, Growth Index Fund R6 Class Mutual Fund in their Schedule of Assets, totaling $903K 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 #3 | WACO TX | 705 | $12.9M | $410K |
| 2 | COOLSOFT LLC COOLSOFT LLC 401(K) PROFIT SHARING PLAN & TRUST | LOUISVILLE KY | 121 | $6.6M | $343K |
| 3 | SOURCE 4 SOLUTIONS LLC SOURCE 4 SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST |
KNOXVILLE TN |
| 111,388 |
| $10.2M |
| $150K |
