Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Nuveen Real Estate Securities Fund in their Schedule of Assets, totaling $3.5M 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 | UNIVERSAL ELECTRONICS, INC. UNIVERSAL ELECTRONICS, INC. 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 162 | $68.0M | $1.7M |
| 2 | FOLLETT CONTENT SOLUTIONS, LLC FOLLETT CONTENT SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | MCHENRY IL | 667 | $85.5M | $520K |
| 3 | FOLLETT SOFTWARE, LLC |
MCHENRY IL |
| 435 |
| $75.5M |
| $503K |
| 4 | FOLLETT SCHOOL SOLUTIONS HOLDINGS, LLC FOLLETT SCHOOL SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | MCHENRY IL | 396 | $65.3M | $445K |
| 5 | FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | SHELTON CT | 107 | $30.9M | $307K |
| 6 | ARCHITECTURAL WOODS, L.P. ARCHITECTURAL WOODS, L.P. 401(K) PLAN | TACOMA WA | 108 | $5.9M | $7K |
| 7 | THE ARC OF THE FARMINGTON VALLEY, INC. FAVARH 403(B) RETIREMENT PLAN | CANTON CT | 359 | $7.4M | $4K |
