Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Real Estate Securities Select Mutual fund in their Schedule of Assets, totaling $2.1M 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 | 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 | BOSTON HIGASHI SCHOOL, INC BOSTON HIGASHI SCHOOL RETIREMENT SAVINGS PLAN |
RANDOLPH MA |
| 343 |
| $33.1M |
| $338K |
| 4 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN | CALAIS ME | 205 | $12.6M | $280K |
| 5 | MIND RESEARCH INSTITUTE MIND RESEARCH INSTITUTE 401(K) PLAN | IRVINE CA | 213 | $20.8M | $171K |
| 6 | USHIP, INC USHIP, INC. 401(K) PLAN | AUSTIN TX | 114 | $16.0M | $71K |
| 7 | HUI HULIAU HUI HULIAU 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 170 | $7.8M | $16K |
| 8 | THE JEWISH MUSEUM THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 220 | $20.2M | $7K |
| 9 | CONNELLY SCHOOL OF THE HOLY CHILD CONNELLY SCHOOL OF THE HOLY CHILD 403(B) DC PLAN | POTOMAC MD | 100 | $12.3M | $2K |
