Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Small-Cap Blend Index Fund Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | STELLANTIS FINANCIAL SERVICES, INC. STELLANTIS FINANCIAL SERVICES, INC. 401(K) PLAN | HOUSTON TX | 1,192 | $44.6M | $1.0M |
| 2 | WILSON & COMPANY, INC., ENGINEERS & ARCHITECTS WILSON & COMPANY 401(K) PLAN | ALBUQUERQUE NM | 684 | $110.3M | $790K |
| 3 | CSE AMERICAS INC. BLUE WIND 401(K) PLAN |
SPRING TX |
| 855 |
| $33.7M |
| $54K |
| 4 | IMMERSIVE LABS CORPORATION IMMERSIVE LABS 401K PLAN | BOSTON MA | 103 | $6.0M | $10K |
| 5 | LEHIGH VALLEY RESTAURANT GROUP, INC LVRG/LVMS 401(K) PLAN | ALLENTOWN PA | 144 | $2.1M | $2K |
| 6 | ALMA TIRE SERVICE, INC. ALMA TIRE 401(K) PLAN | ALMA MI | 159 | $3.4M | $1K |
| 7 | THE KLEINGERS GROUP THE KLEINGERS GROUP RETIREMENT SAVINGS PLAN | WEST CHESTER OH | 137 | $19.0M | $1K |
