Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Large-Cap Value Index R6 Registered Investment Company in their Schedule of Assets, totaling $3.0M 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 | WILMINGTON FRIENDS SCHOOL, INC. WILMINGTON FRIENDS SCHOOL 403(B) RETIREMENT PLAN | WILMINGTON DE | 147 | $54.5M | $1.7M |
| 2 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MENANDS NY | 1,153 | $186.3M | $1.2M |
| 3 | SOUTHERN OREGON CARDIOLOGY LLC |
MEDFORD OR |
| 98 |
| $29.8M |
| $72K |
