Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Large Cap Responsible Equity R6 Registered Investment Company in their Schedule of Assets, totaling $665K 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 | CANINE COMPANIONS FOR INDEPENDENCE, INC. THE 403(B) THRIFT PLAN FOR CANINE COMPANIONS FOR INDEPENDENCE, INC. | SANTA ROSA CA | 307 | $26.7M | $475K |
| 2 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $144K |
| 3 | PURPLE BRANDS PURPLE BRANDS 401(K) PLAN |
PETALUMA CA |
| 46 |
| $11.8M |
| $27K |
| 4 | DEXCARE, INC. DEXCARE 401(K) PLAN | SEATTLE WA | 168 | $8.0M | $19K |
