Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding NUVEEN REAL ESTATE SEC R6 in their Schedule of Assets, totaling $5.6M 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 | VIKING GLOBAL INVESTORS LP VIKING GLOBAL INVESTORS LP 401(K) PLAN | STAMFORD CT | 270 | $123.9M | $1.3M |
| 2 | GENUS GENUS 401(K) PLAN | DEFOREST WI | 1,049 | $141.0M | $1.3M |
| 3 | HUNTSWORTH GROUP, INC. INIZIO USA 401(K) PLAN | YARDLEY PA |
| 1,094 |
| $132.9M |
| $651K |
| 4 | HEAVY CONSTRUCTION SYSTEMS SPECI HCSS 401(K) PLAN & TRUST | SUGAR LAND TX | 482 | $43.3M | $554K |
| 5 | CALAMP CORP. CALAMP CORP. EMPLOYEES SAVINGS PLAN | CARLSBAD CA | 232 | $75.8M | $498K |
| 6 | DICKS DRIVE-INS LTD., LP DICK'S DRIVE-INS 401(K) PLAN | SEATTLE WA | 291 | $14.7M | $350K |
| 7 | PURPLE COMMUNICATIONS, INC. PURPLE COMMUNICATIONS, INC. 401(K) PLAN | AUSTIN TX | 1,177 | $34.3M | $182K |
| 8 | CHRISTIANSON AIR CONDITIONING CHRISTIANSON AIR CONDITIONING AND PLUMBING RETIREMENT PLAN | ROUND ROCK TX | 153 | $24.3M | $145K |
| 9 | CSDVRS, LLC CSDVRS, LLC 401(K) PLAN | AUSTIN TX | 281 | $18.3M | $138K |
| 10 | BELMOND USA INC. BELMOND USA INC. 401(K) PLAN | NORTH CHARLESTON SC | 252 | $22.2M | $112K |
