Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Mid Cap Value Fund I in their Schedule of Assets, totaling $1.3M 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 | VYSTAR CREDIT UNION VYSTAR CREDIT UNION 401(K) PLAN | JACKSONVILLE FL | 2,312 | $175.7M | $691K |
| 2 | BECKSTOFFER VINEYARDS BECKSTOFFER VINEYARDS SAFE HARBOR 401(K) RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 132 | $19.3M | $234K |
| 3 | THE ALLIANCE, INC. THE ALLIANCE RETIREMENT PLAN |
MINNEAPOLIS MN |
| 134 |
| $77.1M |
| $232K |
| 4 | ONETOUCHPOINT HOLDINGS, LLC ONETOUCHPOINT RETIREMENT SAVINGS PLAN | HARTLAND WI | 432 | $26.2M | $91K |
| 5 | BOYS & GIRLS CLUBS OF THE MIDLANDS BOYS & GIRLS CLUBS OF THE MIDLANDS 401(K) PROFIT SHARING PLAN | OMAHA NE | 148 | $4.6M | $32K |