Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Small Cap Value 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 | GOODLEAP, LLC GOODLEAP, LLC 401(K) PLAN | ROSEVILLE CA | 1,147 | $49.2M | $1.1M |
| 2 | KELLY, SCOTT AND MADISON, INC. KELLY, SCOTT AND MADISON, INC. PROFIT SHARING PLAN AND TRUST | CHICAGO IL | 87 | $22.9M | $888K |
| 3 | THE CHRISTIAN BROADCASTING NETWORK, INC. CBN 401(K) RETIREMENT PLAN |
VIRGINIA BEACH VA |
| 1,248 |
| $100.4M |
| $181K |
| 4 | GUDEL, INC. GUDEL, INC. RETIREMENT SAVINGS PLAN | ANN ARBOR MI | 99 | $11.1M | $166K |
| 5 | AVAIRPROS SERVICES, INC AVAIRPROS SERVICES, INC 401(K) PLAN | NAPLES FL | 187 | $19.7M | $81K |
| 6 | HARBINDER S BRAR MD INC HARBINDER S BRAR MD INC 401(K) PROFIT SHARING PLAN & TRUST | RIVERSIDE CA | 157 | $546K | $12K |
| 7 | SOUTHERN NEWSPAPERS, INC. SOUTHERN NEWSPAPERS, INC. EMPLOYEES' 401(K) PLAN | HOUSTON TX | 255 | $19.2M | $10K |
| 8 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 647 | $60.2M | $2K |
| 9 | COMPREHENSIVE CARE OF OAKLAND COMPREHENSIVE CARE OF OAKLAND 401(K) PLAN | OAKLAND CA | 137 | $2.9M | $612 |
