Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding NUVEEN SMALLCAP BLEND INDEX R6 134 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2040 PREMIER in their Schedule of Assets, totaling $8K 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 | CREATE RESTAURANTS DE, LLC WILDFLOWER 401(K) PLAN | SCOTTSDALE AZ | 443 | $169K | $8K |
