Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Nuveen Quant Small Cp Eq R6 in their Schedule of Assets, totaling $12.0M 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 | THE ROCKEFELLER UNIVERSITY THE ROCKEFELLER UNIVERSITY RETIREMENT PLAN | NEW YORK NY | 1,313 | $839.4M | $9.2M |
| 2 | ETHICAL CULTURE FIELDSTON SCHOOL ETHICAL CULTURE FIELDSTON SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 388 | $206.3M | $2.3M |
| 3 | CHATHAM UNIVERSITY |
PITTSBURGH PA |
| 334 |
| $97.0M |
| $427K |
| 4 | FRENCH AMERICAN SCHOOL OF NEW YORK FRENCH AMERICAN SCHOOL OF NEW YORK 403(B) DC PLAN | MAMARONECK NY | 159 | $42.0M | $89K |