Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $734K 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 | DOCMAGIC, INC. DOCMAGIC 401(K) RETIREMENT PLAN | TORRANCE CA | 133 | $17.3M | $554K |
| 2 | STERN & EISENBERG, PC STERN & EISENBERG, PC 401(K) PROFIT SHARING PLAN AND TRUST | WARRINGTON PA | 98 | $5.7M | $73K |
| 3 | VALLEY FINE FOODS COMPANY, LLC VALLEY FINE FOODS COMPANY, LLC 401K PLAN |
BENICIA CA |
| 366 |
| $13.2M |
| $71K |
| 4 | P.P.E.P., INC. P.P.E.P. & AFFILIATES 401(K) PLAN | TUCSON AZ | 350 | $4.0M | $36K |
