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 # in their Schedule of Assets, totaling $2.5M 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 | CONSOLIDATED PIPE & SUPPLY COMPANY, INC. THE CONSOLIDATED PIPE & SUPPLY COMPANY, INC. EMPLOYEES' PROFIT SHARING 401(K) PLAN AND TRUST | BIRMINGHAM AL | 1,087 | $91.3M | $1.1M |
| 2 | CALIFORNIA WESTERN SCHOOL OF LAW CALIFORNIA WESTERN SCHOOL OF LAW DEFINED CONTRIBUTION RETIREMENT PLAN | SAN DIEGO CA | 110 | $72.4M | $333K |
| 3 |
OKLAHOMA CITY OK |
| 104 |
| $42.3M |
| $324K |
| 4 | ATANE ENGINEERS, ARCHITECTS AND LAND SURVEYORS, D.P.C. ATANE 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 296 | $38.2M | $222K |
| 5 | TAGUE LUMBER, INC. TAGUE LUMBER, INC. 401(K) PROFIT SHARING PLAN | MEDIA PA | 234 | $30.1M | $117K |
| 6 | RIVERSIDE CONSTRUCTION COMPANY INC RIVERSIDE CONSTRUCTION COMPANY, INC EMPLOYEE STOCK OWNERSHIP PLAN | RIVERSIDE CA | 102 | $63.2M | $97K |
| 7 | GRILL BROTHERS PARTNERSHIP DBA AACTION RENTS AACTION RENTS PROFIT SHARING PLAN | WINDSOR CA | 66 | $4.3M | $64K |
| 8 | ABONMARCHE CONSULTANTS, INC. ABONMARCHE CONSULTANTS, INC. 401(K) PLAN | SOUTH BEND IN | 219 | $16.6M | $62K |
| 9 | THE ART SOURCE, INC. THE ART SOURCE, INC. 401(K) PROFIT SHARING PLAN | KAPOLEI HI | 121 | $4.7M | $46K |
| 10 | PETRO 49, INC. PETRO 49, INC. PROFIT SHARING AND 401(K) PLAN | SEWARD AK | 441 | $35.4M | $25K |
