Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen Mid-Cap Value I in their Schedule of Assets, totaling $2.7M 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 | AUSTIN TELCO FEDERAL CREDIT UNION AUSTIN TELCO FCU RETIREMENT PLAN | AUSTIN TX | 205 | $34.2M | $1.3M |
| 2 | ACADEMY BUS, LLC ACADEMY SALARY SAVINGS PLAN | HOBOKEN NJ | 1,612 | $48.5M | $734K |
| 3 | G.E. FOODLAND, INC. G.E. FOODLAND RETIREMENT PLAN |
CARROLLTON TX |
| 333 |
| $13.9M |
| $397K |
| 4 | BEACON PROMOTIONS BEACON PROMOTIONS 401(K) PLAN | NEW ULM MN | 134 | $4.6M | $160K |
| 5 | ACADEMY BUS, LLC ACADEMY COLLECTIVE BARGAINING EMPLOYEE PLAN | HOBOKEN NJ | 216 | $2.8M | $103K |
| 6 | 8TH LIGHT HOLDINGS, INC. 8TH LIGHT 401(K) PLAN | CHICAGO IL | 93 | $12.3M | $20K |