Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Large Cap Resp Eq R6 Mutual fund in their Schedule of Assets, totaling $40.6M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $17.7M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $17.4M |
| 3 | THE SIMONS FOUNDATION, INC. |
NEW YORK NY |
| 536 |
| $119.9M |
| $1.9M |
| 4 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $1.4M |
| 5 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $1.2M |
| 6 | THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 113 | $37.3M | $474K |
| 7 | WALNUT HILL SCHOOL WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NATICK MA | 92 | $19.2M | $301K |
| 8 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $118K |
| 9 | THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | SAN JOSE CA | 784 | $68.2M | $39K |
| 10 | ANIMAL RESCUE LEAGUE OF BOSTON ANIMAL RESCUE LEAGUE OF BOSTON 403(B) PLAN | DEDHAM MA | 108 | $7.4M | $27K |
