Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding LIFECYCLE INDEX RETIREMENT INC R6 NUVEEN in their Schedule of Assets, totaling $115K 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 | EXCELSIOR ACADEMY EXCELSIOR ACADEMY RETIREMENT PLAN | ERDA UT | 148 | $6.3M | $115K |
