Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Large-Cap Value Index R6 Mutual fund in their Schedule of Assets, totaling $13.6M 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 | ENT AND ALLERGY ASSOCIATES, LLP ENT AND ALLERGY ASSOCIATES, LLP RETIREMENT SAVINGS PLAN I | TARRYTOWN NY | 871 | $239.9M | $8.1M |
| 2 | COMMUNITY ACTION ORGANIZATION OF SCIOTO COUNTY, INC. C.A.O. OF SCIOTO COUNTY 403(B) PLAN | PORTSMOUTH OH | 358 | $8.8M | $1.7M |
| 3 | ENT AND ALLERGY ASSOCIATES, LLP |
TARRYTOWN NY |
| 931 |
| $88.0M |
| $1.4M |
| 4 | V-SOFT CONSULTING GROUP V-SOFT CONSULTING GROUP RETIREMENT PLAN | LOUISVILLE KY | 536 | $37.0M | $993K |
| 5 | BLACKHAWK MINING, LLC BLACKHAWK MINING RETIREMENT SAVINGS PLAN | LEXINGTON KY | 2,077 | $119.4M | $386K |
| 6 | RIATA MANAGEMENT LLC RIATA MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 151 | $14.3M | $361K |
| 7 | MEADOWBROOK SCHOOL OF WESTON MEADOWBROOK SCHOOL DC RETIREMENT PLAN | WESTON MA | 94 | $27.6M | $263K |
| 8 | MORRIS & GARRITANO INSURANCE AGENCY, INC. MORRIS & GARRITANO INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN | SAN LUIS OBISPO CA | 134 | $17.3M | $240K |
| 9 | SONOMA ACADEMY SONOMA ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA ROSA CA | 104 | $18.0M | $104K |
| 10 | INTELLUM, INC. INTELLUM, INC. 401(K) PLAN | ATLANTA GA | 106 | $6.9M | $25K |
