Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Nuveen Real Estate Securities Fund - in their Schedule of Assets, totaling $18.8M 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 | CHRISTIANA CARE HEALTH SERVICES, INC. CHRISTIANA CARE HEALTH SERVICES, INC. DEFINED CONTRIBUTION PLAN | WILMINGTON DE | 10,191 | $298.9M | $7.5M |
| 2 | UNIVERSAL SERVICES OF AMERICA, LP ALLIED UNIVERSAL 401(K) PLAN | IRVINE CA | 226,026 | $681.5M | $3.5M |
| 3 | TANDEM HR, LLC TANDEM HR, LLC 401(K) PLAN |
WESTCHESTER IL |
| 9,692 |
| $285.3M |
| $1.4M |
| 4 | M. E. FIELDS, INC. FIELDS PROFIT SHARING AND SAVINGS PLAN | NORTHFIELD IL | 2,087 | $95.1M | $836K |
| 5 | EMERGENCY PHYSICIANS OF NORTHWEST OHIO, INC. EMERGENCY PHYSICIANS OF NORTHWEST OHIO, INC. PROFIT SHARING PLAN | TOLEDO OH | 181 | $53.8M | $595K |
| 6 | SAG AFTRA SAG-AFTRA 401(K) RETIREMENT PLAN | LOS ANGELES CA | 505 | $58.1M | $594K |
| 7 | ACCESS MANAGEMENT SERVICES, LLC (DBA COLORADO ACCESS) ACCESS MANAGEMENT SERVICES, LLC 401(K) RETIREMENT PLAN | AURORA CO | 433 | $37.8M | $572K |
| 8 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $526K |
| 9 | PREP CO., LLC PREP CO., LLC 401(K) PLAN | PARK CITY UT | 118 | $9.9M | $502K |
| 10 | UDC, INC UNIVERSAL DISPLAY CORPORATION 401(K) PLAN | EWING NJ | 408 | $75.4M | $476K |
