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 in their Schedule of Assets, totaling $1.1M 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 | BLOWER-DEMPSAY CORPORATION BLOWER-DEMPSAY CORPORATION RETIREMENT SAVINGS PLAN | SANTA ANA CA | 270 | $23.9M | $757K |
| 2 | INTO NORTH AMERICA, INC. INTO NORTH AMERICA, INC.401(K) PLAN | SAN DIEGO CA | 169 | $13.1M | $157K |
| 3 | MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC |
PHILADELPHIA PA |
| 113 |
| $23.5M |
| $126K |
| 4 | PS OPERATING COMPANY LLC DBA QC SUPPLY PS OPERATING COMPANY 401(K) PLAN | SCHUYLER NE | 170 | $12.0M | $12K |