Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA-CREF Nuveen Equity Index Retirement in their Schedule of Assets, totaling $1.9M 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 | NORTHEAST NEW JERSEY LEGAL SERVICES NORTHEAST NEW JERSEY LEGAL SERVICES EMPLOYEES' SAVINGS PLAN | JERSEY CITY NJ | 111 | $8.2M | $707K |
| 2 | MOUNT SAINT MARY COLLEGE MOUNT SAINT MARY COLLEGE DEFINED CONTRIBUTION PLAN | NEWBURGH NY | 336 | $96.2M | $669K |
| 3 | THE MARSHALL SCHOOL |
DULUTH MN |
| 95 |
| $11.6M |
| $473K |