Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Small Cap Blend Index Fund;R6 Mutual Fund in their Schedule of Assets, totaling $8.4M 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 | DENISON UNIVERSITY DENISON UNIVERSITY RETIREMENT PLAN | GRANVILLE OH | 1,162 | $310.4M | $6.7M |
| 2 | OTTERBEIN UNIVERSITY OTTERBEIN UNIVERSITY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | WESTERVILLE OH | 758 | $136.3M | $1.7M |
| 3 | ALLIED FIRE PROTECTION, LP |
PEARLAND TX |
| 460 |
| $9.1M |
| $9K |
| 4 | HELIX TRAFFIC SOLUTIONS, LLC HELIX TRAFFIC SOLUTIONS 401(K) PLAN | MURFREESBORO TN | 2,386 | $16.5M | $8K |
| 5 | COMPASS SENIOR LIVING LLC COMPASS SENIOR LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST | EUGENE OR | 1,561 | $6.4M | $1K |
