Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Large-Cap Growth Index R6 Registered Investment Company in their Schedule of Assets, totaling $13.2M 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 | GREAT BAY DISTRIBUTORS, INC. SAVINGS AND RETIREMENT PLAN FOR EMPLOYEES OF GREAT BAY DISTRIBUTORS, INC. | ST. PETERSBURG FL | 354 | $42.8M | $4.8M |
| 2 | WILMINGTON FRIENDS SCHOOL, INC. WILMINGTON FRIENDS SCHOOL 403(B) RETIREMENT PLAN | WILMINGTON DE | 147 | $54.5M | $3.3M |
| 3 | INTEGRATED DATA SERVICES, LLC |
HENDERSON NV |
| 283 |
| $39.2M |
| $2.9M |
| 4 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MENANDS NY | 1,153 | $186.3M | $2.3M |
