Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Real Estate Securities Fund I Registered investment company in their Schedule of Assets, totaling $1.2M 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 | PACIFIC OFFICE AUTOMATION, INC. PACIFIC OFFICE AUTOMATION CAPITAL ACCUMULATION PLAN | BEAVERTON OR | 1,160 | $157.4M | $1.2M |
| 2 | SOUND CREDIT UNION SOUND CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN AND TRUST | TACOMA WA | 401 | $58.3M | $13K |
| 3 | NORTHWEST MEDICAL SPECIALTIES, PLLC |
TACOMA WA |
| 240 |
| $38.1M |
| $7K |
