Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 141 U.S. retirement plans report holding NUVEEN LC INDEX 2025 R6 in their Schedule of Assets, totaling $100.1M 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 | SATCO, INC. SATCO, INC. 401(K) RETIREMENT PLAN | EL SEGUNDO CA | 401 | $43.0M | $9.2M |
| 2 | HOLLEY PERFORMANCE PRODUCTS, INC HOLLEY PERFORMANCE PRODUCTS, INC RETIREMENT ACCUMULATION PLAN | BOWLING GREEN KY | 1,324 | $83.2M | $5.3M |
| 3 | DATADIRECT NETWORKS, INC. DATADIRECT NETWORKS, INC. PROFIT SHARING 401(K) PLAN |
CHATSWORTH CA |
| 485 |
| $66.0M |
| $5.0M |
| 4 | ANSER ADVISORY, LLC. ANSER ADVISORY LLC 401K RETIREMENT PLAN | OCOEE FL | 960 | $65.2M | $4.8M |
| 5 | MARKON, LLC MARKON, LLC 401(K) PLAN | FALLS CHURCH VA | 318 | $42.3M | $4.0M |
| 6 | ENGEL BURMAN SENIOR HOUSING AT EAST MEADOW, INC. ENGEL BURMAN SENIOR HOUSING 401(K) PLAN | RONKONKOMA NY | 2,628 | $33.9M | $3.8M |
| 7 | AZURITY PHARMACEUTICALS, INC. AZURITY PHARMACEUTICAL, INC. 401(K) PROFIT SHARING PLAN TRUST | WOBURN MA | 389 | $62.9M | $3.7M |
| 8 | CARCO GROUP, INC. CARCO GROUP, INC. PROFIT SHARING AND 401(K) PLAN | EASTON MD | 566 | $37.4M | $2.7M |
| 9 | AERO METALS, INC. AERO METALS, INC. 401(K) PLAN | LAPORTE IN | 191 | $15.1M | $2.7M |
| 10 | EPIC PHARMA, LLC EPIC PHARMA LLC 401(K) PLAN | LAURELTON NY | 127 | $16.1M | $2.4M |
