Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen large cap value index Mutual Fund - in their Schedule of Assets, totaling $15.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BERGELECTRIC CORPORATION BERGELECTRIC CORP EMPLOYEES PENSION & 401K PLAN | CARLSBAD CA | 2,434 | $168.7M | $7.6M |
| 2 | BERGELECTRIC CORPORATION BERGELECTRIC CORPORATION MONEY PURCHASE PENSION PLAN | CARLSBAD CA | 1,984 | $138.2M | $5.2M |
| 3 | UNIVERSITY PREPARATORY ACADEMY |
SEATTLE WA |
| 155 |
| $39.9M |
| $1.2M |
| 4 | CARROLL COUNTY MEMORIAL HOSPITAL CARROLL COUNTY MEMORIAL HOSPITAL EMPLOYEES 401K PLAN & TRUST | CARROLLTON MO | 238 | $19.1M | $1.1M |
| 5 | 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 | $620K |
| 6 | PANCREATIC CANCER ACTION NETWORK PANCREATIC CANCER ACTION NETWORK 401(K) PLAN | EL SEGUNDO CA | 144 | $19.9M | $141K |
| 7 | LIFESKILLS HEALTH SERVICES, INC. LIFEHEALTH SERVICES 401(K) PLAN | BOWLING GREEN KY | 210 | $6.6M | $22K |
| 8 | LIFESKILLS, INC. LIFESKILLS, INC. 401(K) PLAN | BOWLING GREEN KY | 526 | $7.5M | $5K |
