Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding NUV SMALL MID CAP GROWTH OPP A in their Schedule of Assets, totaling $535K 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 | SARSTEDT, INC. SARSTEDT INC. RETIREMENT PLAN | NEWTON NC | 218 | $13.2M | $246K |
| 2 | PULPDENT CORPORATION PULPDENT CORPORATION 401K PROFIT SHARING PLAN | WATERTOWN MA | 115 | $16.2M | $208K |
| 3 | FRANKLIN BOOKKEEPING SERVICES, I FRANKLIN BOOKKEEPING SERVICES, INC. 401K PLAN |
SHREVEPORT LA |
| 453 |
| $4.5M |
| $54K |
| 4 | 9LINE LLC 9LINE LLC 401K PROFIT SHARING PLAN AND TRUST | TAMPA FL | 85 | $5.8M | $25K |
| 5 | DRH & ASSOCIATES, INC. DRH & ASSOCIATES 401(K) PLAN | HOUSTON TX | 126 | $1.8M | $3K |