Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen Real Estate Securities Fund Class R6 " in their Schedule of Assets, totaling $8.6M 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 | ATLANTICARE REGIONAL MEDICAL CTR ATLANTICARE 403(B) RETIREMENT PLAN | EGG HARBOR TOWNSHIP NJ | 6,753 | $434.1M | $5.8M |
| 2 | MEDIMPACT HEALTHCARE SYSTEMS, INC. MEDIMPACT HEALTHCARE SYSTEMS, INC. 401(K) SALARY SAVINGS PLAN | SAN DIEGO CA | 1,550 | $263.1M | $1.4M |
| 3 | OB-GYN ASSOCIATES OF ERIE, P.C. |
ERIE PA |
| 162 |
| $17.4M |
| $505K |
| 4 | CITATION OIL & GAS CORP. CITATION OIL & GAS CORP. RETIREMENT SAVINGS PLAN | HOUSTON TX | 496 | $99.9M | $333K |
| 5 | LIGHTBOX EMPLOYER, L.L.C. LIGHTBOX EMPLOYER, L.L.C. RETIREMENT PLAN | SHELTON CT | 484 | $89.8M | $278K |
| 6 | LEVENFELD PEARLSTEIN, LLC LEVENFELD PEARLSTEIN MEMBER AND STAFF RETIREMENT PLAN | CHICAGO IL | 119 | $38.5M | $160K |
| 7 | ATLANTICARE REGIONAL MEDICAL CTR ATLANTICARE 401(K) SAVINGS PLAN | EGG HARBOR TOWNSHIP NJ | 275 | $9.3M | $48K |
| 8 | NEW CLASSROOMS INNOVATION PARTNERS FOR LEARNING NEW CLASSROOMS INNOVATION PARTNERS FOR LEARNING 403(B) PLAN | JERSEY CITY NJ | 41 | $8.7M | $22K |
