Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen S&P 500 Index in their Schedule of Assets, totaling $2.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITY AND COUNTRY SCHOOL INC. CITY AND COUNTRY SCHOOL, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 114 | $25.3M | $1.3M |
| 2 | FOUNTAIN VALLEY SCHOOL OF COLORADO FOUNTAIN VALLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | COLORADO SPRINGS CO | 105 | $26.6M | $858K |
| 3 | PENTEGRA SERVICES, INC |
WHITE PLAINS NY |
| 525 |
| $35.6M |
| $663K |
| 4 | BELLARMINE UNIVERSITY BELLARMINE UNIVERSITY TAX DEFERRED ANNUITY PLAN | LOUISVILLE KY | 437 | $30.2M | $141K |
| 5 | WILLBANKS METALS INC WILLBANKS METALS INC 401(K) PROFIT SHARING PLAN & TRUST | FORT WORTH TX | 164 | $3.4M | $8K |
