Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding NUVEEN LG CAP VAL IDX R6 in their Schedule of Assets, totaling $3.9M 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 | ROGUE VALLEY PHYSICIANS, P.C. ROGUE VALLEY PHYSICIANS, P.C. 401(K) PLAN | MEDFORD OR | 99 | $20.0M | $1.3M |
| 2 | LEWIS RESOURCE MANAGEMENT, LLC LEWIS RESOURCE MANAGEMENT LLC 401(K) PLAN | ENCINAL TX | 586 | $43.4M | $1.1M |
| 3 | DEQUE SYSTEMS INC. DEQUE SYSTEMS INC. 401(K) PROFIT SHARING PLAN AND TRUST |
HERNDON VA |
| 178 |
| $14.0M |
| $622K |
| 4 | BROWN AUTOMOTIVE GROUP, LP BROWN AUTOMOTIVE GROUP 401(K) PLAN | AMARILLO TX | 105 | $7.6M | $586K |
| 5 | FRIONA INDUSTRIES, L.P. FRIONA INDUSTRIES, L.P. 401(K) PLAN | AMARILLO TX | 365 | $14.4M | $125K |
| 6 | BOWMAN ANDROS PRODUCTS, LLC BOWMAN ANDROS PRODUCTS 401(K) PROFIT SHARING PLAN | MOUNT JACKSON VA | 392 | $13.0M | $105K |
| 7 | HEMATOGENIX LABORATORY SERVICES HEMATOGENIX LABORATORY SERVICES, LLC 401(K) PS PLAN & TRUST | TINLEY PARK IL | 123 | $8.6M | $63K |
| 8 | ULMA FORM WORKS, INC ULMA FORM WORKS 401(K) PLAN | FAIRLAWN NJ | 145 | $6.9M | $8K |
