Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Quant Small Cap Equity in their Schedule of Assets, totaling $1.5M 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 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 213 | $90.4M | $451K |
| 2 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN | PRINCETON NJ | 154 | $68.8M | $421K |
| 3 | PUEBLO COMMUNITY HEALTH CENTER, INC. |
PUEBLO CO |
| 309 |
| $27.7M |
| $413K |
| 4 | PITTMAN CONSTRUCTION COMPANY PITTMAN CONSTRUCTION COMPANY PROFIT SHARING PLAN | CONYERS GA | 222 | $16.4M | $171K |