Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Nuveen Money Market Retirement in their Schedule of Assets, totaling $10.2M 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 | WASHINGTON UNIVERSITY IN ST. LOUIS WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN | ST. LOUIS MO | 3,101 | $87.4M | $5.0M |
| 2 | FRONTIER SCIENCE AND TECHNOLOGY RESEARCH FOUNDATION, INC. FRONTIER SCIENCE AND TECHNOLOGY RESEARCH FOUNDATION, INC. RETIREMENT PLAN | AMHERST NY | 235 | $101.7M | $1.2M |
| 3 |
SAN ANTONIO TX |
| 708 |
| $14.8M |
| $906K |
| 4 | COE-BROWN NORTHWOOD ACADEMY COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY PLAN | NORTHWOOD NH | 131 | $24.9M | $544K |
| 5 | CALVIN UNIVERSITY CALVIN UNIVERSITY 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 1,188 | $234.7M | $406K |
| 6 | HOPKINS SCHOOL HOPKINS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW HAVEN CT | 201 | $90.7M | $399K |
| 7 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $343K |
| 8 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY RETIREE HEALTH PLAN | LEXINGTON VA | 457 | $2.3M | $333K |
| 9 | THE AMERICAN MUSICAL AND DRAMATIC ACADEMY THE AMERICAN MUSICAL AND DRAMATIC ACADEMY 403(B) PLAN | NEW YORK NY | 550 | $18.3M | $240K |
| 10 | JOHNSON C SMITH UNIVERSITY JOHNSON C. SMITH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLOTTE NC | 445 | $39.8M | $184K |
