Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Nuveen Large Cap Value Index R6 in their Schedule of Assets, totaling $2.1M 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 | AMARILLO NATIONAL BANK AMARILLO NATIONAL BANK 401(K) PLAN | AMARILLO TX | 719 | $118.5M | $1.6M |
| 2 | GALOIS, INC. GALOIS INC 401K PLAN AND TRUST | PORTLAND OR | 116 | $30.9M | $403K |
| 3 | JACKSON AUTOMOTIVE INVESTMENTS, LLC DBA TOYOTA OF ROCKWALL JACKSON AUTOMOTIVE GROUP, LLC 401(K) PLAN |
ROCKWALL TX |
| 286 |
| $4.0M |
| $35K |
| 4 | IMS MARKETING, INC. D/B/A INSURANCE MANAGEMENT SERVICES INSURANCE MANAGEMENT SERVICES 401(K) PLAN | AMARILLO TX | 97 | $6.5M | $15K |
| 5 | PAYCOMPLETE NORTH AMERICA LLC PAYCOMPLETE NORTH AMERICA 401K PLAN | SHAUMBURG IL | 101 | $4.3M | $14K |
