Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen SMALL CAP VALUE I in their Schedule of Assets, totaling $961K 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 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $876K |
| 2 | GEN II MANAGEMENT, LLC GEN II MANAGEMENT, LLC 401(K) PLAN | NEW YORK NY | 1,062 | $61.3M | $54K |
| 3 | ALLAN BROS, INC. ALLAN BROS, INC. 401(K) PLAN AND TRUST |
NACHES WA |
| 765 |
| $22.3M |
| $31K |
