Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen Nuveen Social Choice Eq Instl in their Schedule of Assets, totaling $89.3M 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 | BAPTIST HEALTH SOUTH FLORIDA, INC. BAPTIST HEALTH SOUTH FLORIDA, INC. 403(B) EMPLOYEE RETIREMENT PLAN | CORAL GABLES FL | 27,513 | $2.7B | $58.5M |
| 2 | LOYOLA MARYMOUNT UNIVERSITY LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 3,137 | $538.0M | $23.9M |
| 3 | BAPTIST HEALTH SOUTH FLORIDA, INC. |
CORAL GABLES FL |
| 731 |
| $163.4M |
| $3.5M |
| 4 | WINROCK INTERNATIONAL INSTITUTE FOR AGRICULTURAL DEVELOPMENT WINROCK INTERNATIONAL INSTITUTE FOR AGRICULTURAL DEVELOPMENT DEFINED CONTRIBUTION PLAN | LITTLE ROCK AR | 241 | $91.3M | $2.5M |
| 5 | GOLDEN GATE UNIVERSITY GOLDEN GATE UNIVERSITY RETIREMENT PLAN | SAN FRANCISCO CA | 238 | $87.6M | $596K |
| 6 | PRISON FELLOWSHIP MINISTRIES THE PRISON FELLOWSHIP MINISTRIES 403(B) RETIREMENT PLAN | LANSDOWNE VA | 284 | $24.0M | $331K |
