Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Small-Cap Blend Index Mutual fund in their Schedule of Assets, totaling $2.6M 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 | UNIVERSITY PREPARATORY ACADEMY UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 155 | $39.9M | $1.1M |
| 2 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $752K |
| 3 | FACULTY STUDENT ASSOC. OF STATE UNIVERSITY COLLEGE AT FREDONIA |
FREDONIA NY |
| 68 |
| $22.2M |
| $409K |
| 4 | FRANCHISE MANAGEMENT SERVICES, INC. FRANCHISE MANAGEMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN | OCEAN CITY MD | 341 | $12.8M | $298K |
| 5 | PRESCOTT HEALTHCARE SOLUTIONS, L OPTIMA MEDICAL 401(K) PLAN | SCOTTSDALE AZ | 485 | $4.1M | $47K |
| 6 | COMMUNITY BUILDERS OF KANSAS CITY COMMUNITY BUILDERS OF KANSAS CITY RETIREMENT PLAN | KANSAS CITY MO | 103 | $1.5M | $8K |
| 7 | PENN ASIAN SENIOR SERVICES PENN ASIAN SENIOR SERVICES 401(K) PROFIT SHARING PLAN AND T | PHILADELPHIA PA | 572 | $5.2M | $6K |
| 8 | THE JEWISH MUSEUM THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 220 | $20.2M | $5K |
| 9 | CONNELLY SCHOOL OF THE HOLY CHILD CONNELLY SCHOOL OF THE HOLY CHILD 403(B) DC PLAN | POTOMAC MD | 100 | $12.3M | $4K |
