Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Nuveen Real Estate Securities I in their Schedule of Assets, totaling $6.0M 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 | BANCFIRST CORPORATION BANCFIRST CORPORATION THRIFT PLAN | OKLAHOMA CITY OK | 1,959 | $270.0M | $1.7M |
| 2 | FF PROPERTIES LP FAIRFIELD 401K PLAN | SAN DIEGO CA | 1,419 | $162.3M | $1.3M |
| 3 | ST. CLOUD REFRIGERATION COMPANY ST. CLOUD REFRIGERATION COMPANY PROFIT SHARING 401(K) PLAN |
ST. CLOUD MN |
| 201 |
| $49.9M |
| $689K |
| 4 | THE ALLIANCE, INC. THE ALLIANCE RETIREMENT PLAN | MINNEAPOLIS MN | 134 | $77.1M | $551K |
| 5 | MESSERLI & KRAMER, P.A. MESSERLI & KRAMER, P.A. SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 274 | $45.9M | $482K |
| 6 | NONIN MEDICAL, INC. NONIN MEDICAL 401(K) PLAN | PLYMOUTH MN | 140 | $26.2M | $323K |
| 7 | TWINSTAR CREDIT UNION TWINSTAR CREDIT UNION PROFIT SHARING AND 401(K) SALARY REDUCTION PLAN | OLYMPIA WA | 804 | $85.7M | $288K |
| 8 | MCNC MCNC RETIREMENT PLAN | RESEARCH TRIANGLE PA NC | 129 | $27.6M | $223K |
| 9 | BOSTON, INC. DBA FURNITURE & APPLIANCE MART BOSTON, INC. PROFIT SHARING PLAN | STEVENS POINT WI | 465 | $16.9M | $125K |
| 10 | MENDO MILL & LUMBER CO. MENDO MILL & LUMBER CO. PROFIT SHARING PLAN AND TRUST | UKIAH CA | 174 | $8.7M | $87K |
