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 I Mutual fund 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 | BELKIN INTERNATIONAL, INC. BELKIN INTERNATIONAL, INC. RETIREMENT PLAN | EL SEGUNDO CA | 489 | $137.0M | $2.2M |
| 2 | MOTHER'S MARKET & KITCHEN, INC. MOTHER'S MARKET 401(K) RETIREMENT PLAN | NEWPORT BEACH CA | 355 | $3.3M | $113K |
| 3 | KLD ASSOCIATES INC. KLD ASSOCIATES INC. 401(K) PLAN |
PORT JEFFERSON STATION NY |
| 138 |
| $13.1M |
| $98K |
| 4 | FISCALNOTE, INC. FISCALNOTE 401(K) RETIREMENT PLAN | WASHINGTON DC | 355 | $55.8M | $82K |