Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Nuveen Real Estate Securities Select R6 Mutual fund in their Schedule of Assets, totaling $2.0M 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 | NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY DEFINED CONTRIBUTION PLAN | BOSTON MA | 98 | $16.7M | $346K |
| 2 | ONE VOICE CENTRAL TEXAS ONE VOICE CENTRAL TEXAS 403(B) PLAN | AUSTIN TX | 1,575 | $42.3M | $339K |
| 3 | SV-DVF HOLDINGS, LLC |
PHILADELPHIA PA |
| 267 |
| $47.0M |
| $285K |
| 4 | ROGER CLEVELAND GOLF CO., INC. ROGER CLEVELAND GOLF CO., INC. 401(K) SAVINGS PLAN | HUNTINGTON BEACH CA | 589 | $53.8M | $214K |
| 5 | ILSL HOLDING INC. USA INDEGENE 401(K) PLAN | PRINCETON NJ | 469 | $44.7M | $168K |
| 6 | NORTHWEST COLORADO VISTING NURSE ASSOCIATION NORTHWEST COLORADO HEALTH RETIREMENT PLAN | STEAMBOAT SPRINGS CO | 167 | $7.7M | $142K |
| 7 | REEVES YOUNG, LLC REEVES YOUNG PROFIT SHARING PLAN | SUGAR HILL GA | 579 | $19.6M | $139K |
| 8 | THE NEW YORK STRUCTURAL BIOLOGY CENTER NEW YORK STRUCTURAL BIOLOGY CENTER 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 74 | $17.7M | $117K |
| 9 | APR SUPPLY COMPANY APR SUPPLY CO. 401(K) PLAN | LEBANON PA | 437 | $30.2M | $71K |
| 10 | RADICAL MEDIA LLC RADICAL MEDIA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 64 | $14.9M | $67K |
