Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Mid Cap Value Fund Mutual fund in their Schedule of Assets, totaling $21.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TETRA TECH, INC. TETRA TECH, INC. AND SUBSIDIARIES RETIREMENT PLAN | PASADENA CA | 12,307 | $2.0B | $21.7M |
| 2 | MINTZER SAROWITZ ZERIS & WILLIS, PLLC MINTZER, SAROWITZ, ZERIS, LEDVA & MEYERS, LLP 401(K) PLAN | PHILADELPHIA PA | 117 | $20.4M | $109K |
| 3 | EVITE, INC. EVITE INC. 401 (K) PLAN |
GLENDALE CA |
| 72 |
| $8.4M |
| $15K |
| 4 | CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 126 | $29.6M | $2K |
