Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding NVN Preferred Securities and Income Fund I Mutual Fund in their Schedule of Assets, totaling $548K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BARGREEN-ELLINGSON, INC. BARGREEN-ELLINGSON, INC. 401(K) PLAN | TACOMA WA | 709 | $61.3M | $548K |
