Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Sm-Cap Bl Idx-Rtmt in their Schedule of Assets, totaling $6.9M 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 | BELLARMINE UNIVERSITY BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN | LOUISVILLE KY | 465 | $104.0M | $3.7M |
| 2 | SEWICKLEY ACADEMY SEWICKLEY ACADEMY DC PLAN | SEWICKLEY PA | 151 | $41.9M | $1.2M |
| 3 | BELLARMINE UNIVERSITY BELLARMINE UNIVERSITY TAX DEFERRED ANNUITY PLAN |
LOUISVILLE KY |
| 437 |
| $30.2M |
| $928K |
| 4 | PROVIDENCE COUNTRY DAY SCHOOL PROVIDENCE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EAST PROVIDENCE RI | 146 | $15.3M | $738K |
| 5 | VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY VAUGHN COLLEGE OF AERONAUTICS AND TECHNOLOGY DEFINED CONTRIBUTION RETIREMENT PLAN | FLUSHING NY | 162 | $57.7M | $283K |
