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 R6 Mutual fund in their Schedule of Assets, totaling $27.5M 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 | UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | BIRMINGHAM AL | 5,019 | $1.6B | $24.2M |
| 2 | ERNEST PACKAGING ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN | COMMERCE CA | 539 | $45.0M | $1.2M |
| 3 | THE ADVERTISING CHECKING BUREAU, INC. |
NEW YORK NY |
| 289 |
| $21.3M |
| $901K |
| 4 | NORTH AMERICAN RISK SERVICES, INC. NORTH AMERICAN RISK SERVICES, INC. 401(K) PLAN | LAKE MARY FL | 536 | $30.8M | $408K |
| 5 | DAVID MASON & ASSOCIATES, INC. DAVID MASON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 114 | $12.6M | $311K |
| 6 | WALPOLE, INC. WALPOLE, INC. 401(K) PROFIT SHARING PLAN | OKEECHOBEE FL | 290 | $9.7M | $210K |
| 7 | RIATA MANAGEMENT LLC RIATA MANAGEMENT LLC 401(K) PLAN | DALLAS TX | 151 | $14.3M | $161K |
| 8 | PATRIOT POWER INVESTMENT CORPORATION PPIC 401(K) SAFE HARBOR PLAN | ARTESIA NM | 110 | $9.5M | $66K |
| 9 | SYCAMORE BROKERAGE LLC DBA LIV SOTHEBY'S INTERNATIONAL REALTY MAJESTIC REALTY COLLECTIVE 401(K) PLAN | DENVER CO | 227 | $12.8M | $18K |
