Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Mid-Cap Value in their Schedule of Assets, totaling $2.5M 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 | A PLUS FEDERAL CREDIT UNION A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN | AUSTIN TX | 504 | $45.7M | $1.1M |
| 2 | UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS RETIREMENT PLAN | ST. PAUL MN | 2,605 | $459.7M | $858K |
| 3 | INTERCARE HOLDINGS, INC. |
ROCKLIN CA |
| 460 |
| $23.5M |
| $485K |
