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-Retirement in their Schedule of Assets, totaling $18.1M 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 | FITCH, EVEN, TABIN & FLANNERY LLP FITCH EVEN TABIN & FLANNERY RETIREMENT PLAN | CHICAGO IL | 92 | $58.6M | $8.8M |
| 2 | GILMAN SCHOOL GILMAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BALTIMORE MD | 300 | $108.2M | $7.5M |
| 3 | MINNEAPOLIS SOCIETY OF FINE ARTS |
MINNEAPOLIS MN |
| 199 |
| $54.0M |
| $1.8M |
