Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Quant Sm Cp Eq Retire in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOPKINS SCHOOL HOPKINS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW HAVEN CT | 201 | $90.7M | $1.7M |
| 2 | ASBURY COLLEGE ASBURY UNIVERSITY DC RETIREMENT PLAN | WILMORE KY | 254 | $63.5M | $1.4M |
| 3 | SIMPSON COLLEGE SIMPSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN |
INDIANOLA IA |
| 209 |
| $74.8M |
| $1.3M |
| 4 | COE-BROWN NORTHWOOD ACADEMY COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY PLAN | NORTHWOOD NH | 131 | $24.9M | $241K |
| 5 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $237K |
| 6 | THE SCHENCK SCHOOL, INC. THE SCHENCK SCHOOL RETIREMENT PLAN | ATLANTA GA | 102 | $18.6M | $110K |
| 7 | VALORUS VALORUS | SACRAMENTO CA | 24 | $1.8M | $1K |
