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 OPPS I in their Schedule of Assets, totaling $823K 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 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $586K |
| 2 | NOVACOAST, INC. NOVACOAST, INC. 401(K) PLAN | OREM UT | 289 | $24.9M | $218K |
| 3 | DMCG, INC. DMCG, INC. 401(K) PLAN PLAN |
| 175 |
| $5.2M |
| $18K |
| 4 | LEISURE POOLS USA TRADING, INC. LEISURE POOLS USA TRADING INC. 401(K) PROFIT SHARING PLAN | KNOXVILLE TN | 264 | $2.5M | $1K |
