Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Small Cap Select I in their Schedule of Assets, totaling $3.1M 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 | ST. CLOUD REFRIGERATION COMPANY ST. CLOUD REFRIGERATION COMPANY PROFIT SHARING 401(K) PLAN | ST. CLOUD MN | 201 | $49.9M | $1.8M |
| 2 | THE ALLIANCE, INC. THE ALLIANCE RETIREMENT PLAN | MINNEAPOLIS MN | 134 | $77.1M | $821K |
| 3 | CAPITAL GUIDANCE AMERICA, INC. CAPITAL GUIDANCE GROUP RETIREMENT PLAN |
WASHINGTON DC |
| 175 |
| $21.1M |
| $478K |
| 4 | TRANCO LOGISTICS, LLC TRANCO LOGISTICS, LLC 401(K) PLAN | CHATTANOOGA TN | 225 | $1.7M | $37K |
