Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Nuveen Mid-Cap Value Fund in their Schedule of Assets, totaling $1.6M 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 | ALBUQUERQUE ACADEMY ALBUQUERQUE ACADEMY RETIREMENT PLAN | ALBUQUERQUE NM | 257 | $82.6M | $1.1M |
| 2 | KOHRS LONNEMANN HEIL ENGINEERS, INC. KOHRS LONNEMANN HEIL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | FORT THOMAS KY | 117 | $20.2M | $276K |
| 3 | AVON OLD FARMS SCHOOL , INC. |
AVON CT |
| 194 |
| $56.2M |
| $232K |
