Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Nuveen Small-Cap Blend Index Fund in their Schedule of Assets, totaling $2.5M 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 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $511K |
| 2 | NEW TECH ENGINEERING LP NEW TECH ENGINEERING LP 401(K) PLAN | HOUSTON TX | 393 | $20.0M | $483K |
| 3 | THE AWTY INTERNATIONAL SCHOOL |
HOUSTON TX |
| 298 |
| $44.1M |
| $416K |
| 4 | POMFRET SCHOOL POMFRET SCHOOL 403(B) RETIREMENT PLAN | POMFRET CT | 180 | $48.3M | $334K |
| 5 | WINCHENDON SCHOOL WINCHENDON SCHOOL 403(B) RETIREMENT PLAN | WINCHENDON MA | 151 | $15.7M | $245K |
| 6 | FAIRFIELD-MAXWELL LTD. FAIRFIELD RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 57 | $37.1M | $169K |
| 7 | SOUTH KENT SCHOOL CORPORATION SOUTH KENT SCHOOL RETIREMENT PLAN | SOUTH KENT CT | 59 | $12.9M | $144K |
| 8 | VALOR HOSPITALITY PARTNERS, LLC VALOR HOSPITALITY PARTNERS 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 1,681 | $11.5M | $92K |
| 9 | HOUSING WORKS, INC. HOUSING WORKS, INC. 403(B) PLAN | BROOKLYN NY | 325 | $18.9M | $48K |
| 10 | CESIUMASTRO, INC. CESIUMASTRO, INC. 401(K) PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 217 | $9.1M | $42K |
