Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Nuveen S&P 500 Index in their Schedule of Assets, totaling $3.9M 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 | RAVENSCROFT SCHOOL RAVENSCROFT SCHOOL RETIREMENT PLAN | RALEIGH NC | 297 | $57.3M | $3.2M |
| 2 | SAINT MARYS SCHOOL SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN | RALEIGH NC | 94 | $20.4M | $643K |
