Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Real Estate Securities Mutual fund in their Schedule of Assets, totaling $2.8M 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 | SHAMROCK TRADING CORPORATION SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 2,503 | $122.1M | $2.0M |
| 2 | FACULTY STUDENT ASSOC. OF STATE UNIVERSITY COLLEGE AT FREDONIA FACULTY STUDENT ASSOCIATION OF STATE UNIVERSITY COLLEGE AT FREDONIA, NEW YORK, INC. RETIREMENT PLAN | FREDONIA NY | 68 | $22.2M | $311K |
| 3 |
ELGIN IL |
| 125 |
| $18.9M |
| $185K |
| 4 | T2 FINANCIAL LLC T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | WESTERVILLE OH | 830 | $15.7M | $169K |
| 5 | M. DAVIS & SONS, INC. M. DAVIS & SONS, INC. 401(K) PLAN | KENNETT SQUARE PA | 427 | $49.7M | $101K |
| 6 | APEX PARKS GROUP LLC APEX PARKS GROUP LLC 401K PLAN | IRVINE CA | 309 | $1.2M | $28K |
| 7 | SUNY COBLESKILL AUXILIARY SERVICES, INC SUNY COBLESKILL AUXILARY SERVICES, INC 403(B) RETIREMENT PLAN | COBLESKILL NY | 120 | $9.7M | $18K |
