Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen S&P 500 Index Fund in their Schedule of Assets, totaling $9.3M 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 | BRIGHAM YOUNG UNIVERSITY - UTAH BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN | PROVO UT | 325 | $188.7M | $5.0M |
| 2 | HARDING UNIVERSITY HARDING UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SEARCY AR | 661 | $201.9M | $3.1M |
| 3 | NORTH SHORE COUNTRY DAY SCHOOL |
WINNETKA IL |
| 144 |
| $45.3M |
| $1.2M |