Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Taxable Municipal Income Fund in their Schedule of Assets, totaling $791K 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 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $784K |
| 2 | SYNERGY IT SOLUTIONS OF NYS, INC. SYNERGY GLOBAL SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CHEEKTOWAGA NY | 94 | $8.8M | $7K |
