Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Nuveen Quant Small-Cap Equity Fund in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $2.4M |
| 2 | ALBUQUERQUE ACADEMY ALBUQUERQUE ACADEMY RETIREMENT PLAN | ALBUQUERQUE NM | 257 | $82.6M | $1.5M |
| 3 | POMFRET SCHOOL POMFRET SCHOOL 403(B) RETIREMENT PLAN |
POMFRET CT |
| 180 |
| $48.3M |
| $188K |
