Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Real Estate Securities Select Mutual fund in their Schedule of Assets, totaling $1.7M 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 | LANGUAGE LINE, LLC LANGUAGE LINE SERVICES 401(K) RETIREMENT PLAN | MONTEREY CA | 4,265 | $103.4M | $854K |
| 2 | HEALTH ADVOCATE SOLUTIONS, INC. HEALTH ADVOCATE EMPLOYEE 401(K) PLAN | PLYMOUTH MEETING PA | 1,179 | $34.3M | $349K |
| 3 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN |
CALAIS ME |
| 205 |
| $12.6M |
| $280K |
| 4 | MIND RESEARCH INSTITUTE MIND RESEARCH INSTITUTE 401(K) PLAN | IRVINE CA | 213 | $20.8M | $171K |
| 5 | HUI HULIAU HUI HULIAU 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 170 | $7.8M | $16K |
