Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Nuveen large-cap growth index Mutual Fund - in their Schedule of Assets, totaling $29.0M 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 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN | CARLSBAD CA | 2,434 | $168.7M | $13.8M |
| 2 | BERGELECTRIC CORPORATION BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN | CARLSBAD CA | 1,984 | $138.2M | $9.6M |
| 3 | CALIFORNIA KIDNEY SPECIALISTS |
SAN DIMAS CA |
| 262 |
| $9.5M |
| $1.6M |
| 4 | T2 FINANCIAL LLC T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | WESTERVILLE OH | 830 | $15.7M | $1.4M |
| 5 | UNIVERSITY PREPARATORY ACADEMY UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 155 | $39.9M | $1.1M |
| 6 | PANCREATIC CANCER ACTION NETWORK PANCREATIC CANCER ACTION NETWORK 401(K) PLAN | EL SEGUNDO CA | 144 | $19.9M | $1.0M |
| 7 | FACULTY STUDENT ASSOC. OF STATE UNIVERSITY COLLEGE AT FREDONIA FACULTY STUDENT ASSOCIATION OF STATE UNIVERSITY COLLEGE AT FREDONIA, NEW YORK, INC. RETIREMENT PLAN | FREDONIA NY | 68 | $22.2M | $241K |
| 8 | GIRL SCOUTS OF EASTERN MASSACHUSETTS, INC. GSEM RETIREMENT SAVINGS PLAN | WALTHAM MA | 81 | $6.7M | $78K |
| 9 | INNOVATION LABS INC. INNOVATION LABS INC. 401(K) PLAN | MAHWAH NJ | 160 | $4.4M | $58K |
| 10 | THE CAMBRIDGE SCHOOL OF WESTON, INC. THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN | WESTON MA | 99 | $30.3M | $22K |
