Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Nuveen Real Estate Securities R6 Mutual fund in their Schedule of Assets, totaling $9.7M 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 | MEAD & HUNT, INC. MEAD & HUNT, INC. 401(K) SAVINGS PLAN | MIDDLETON WI | 1,387 | $236.6M | $3.1M |
| 2 | HEARTHSIDE FOOD SOLUTIONS LLC HEARTHSIDE FOOD SOLUTIONS 401(K) PLAN | DOWNERS GROVE IL | 8,997 | $280.1M | $2.2M |
| 3 | WARTSILA HOLDING, INC. WARTSILA HOLDING, INC. RETIREMENT PLAN |
HOUSTON TX |
| 1,063 |
| $193.0M |
| $1.5M |
| 4 | MSA PROFESSIONAL SERVICES, INC. MSA PROFESSIONAL SERVICES, INC. SAVINGS PLAN | BARABOO WI | 459 | $91.4M | $854K |
| 5 | DONOHUE & ASSOCIATES INC DONOHUE & ASSOCIATES INC. 401K PLAN | SHEBOYGAN WI | 138 | $39.2M | $646K |
| 6 | TRAFFIC PLANNING AND DESIGN INC. TPD 401(K) PLAN | POTTSTOWN PA | 271 | $36.4M | $435K |
| 7 | HUBBELL, ROTH, & CLARK, INC. HUBBELL ROTH & CLARK, INC. 401(K) PLAN | BLOOMFIELD HILLS MI | 296 | $61.8M | $332K |
| 8 | QUAD KNOPF, INC. QUAD KNOPF, INC. 401(K) SAVINGS PLAN | VISALIA CA | 140 | $23.2M | $260K |
| 9 | PBS ENGINEERING AND ENVIRONMENTAL INC. PBS 401(K) PLAN | PORTLAND OR | 269 | $30.7M | $177K |
| 10 | SURVEYING SOLUTIONS, INC. SURVEYING SOLUTIONS, INC. 401(K) PLAN | STANDISH MI | 107 | $16.3M | $166K |
