Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Dividend Value I in their Schedule of Assets, totaling $458K 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 | EDGERTON HOSPITAL AND HEALTH SERVICES EDGERTON HOSPITAL AND HEALTH SERVICES 401(K) PLAN & TRUST | EDGERTON WI | 198 | $10.7M | $264K |
| 2 | THE ALLIANCE, INC. THE ALLIANCE RETIREMENT PLAN | MINNEAPOLIS MN | 134 | $77.1M | $195K |
