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 $3.2M 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 | SHAMROCK TRADING CORPORATION SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 2,503 | $122.1M | $2.0M |
| 2 | KITSAP BANK KITSAP BANK 401(K) PROFIT SHARING PLAN | PORT ORCHARD WA | 258 | $57.3M | $350K |
| 3 | FACULTY STUDENT ASSOC. OF STATE UNIVERSITY COLLEGE AT FREDONIA |
FREDONIA NY |
| 68 |
| $22.2M |
| $311K |
| 4 | MAZAK OPTONICS CORPORATION MAZAK OPTONICS CORPORATION 401(K) PLAN | ELGIN IL | 125 | $18.9M | $185K |
| 5 | T2 FINANCIAL LLC T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST | WESTERVILLE OH | 830 | $15.7M | $169K |
| 6 | M. DAVIS & SONS, INC. M. DAVIS & SONS, INC. 401(K) PLAN | KENNETT SQUARE PA | 427 | $49.7M | $101K |
| 7 | APEX PARKS GROUP LLC APEX PARKS GROUP LLC 401K PLAN | IRVINE CA | 309 | $1.2M | $28K |
