Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 146 U.S. retirement plans report holding NUVEEN LC INDEX 2030 R6 in their Schedule of Assets, totaling $147.5M 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 | HOLLEY PERFORMANCE PRODUCTS, INC HOLLEY PERFORMANCE PRODUCTS, INC RETIREMENT ACCUMULATION PLAN | BOWLING GREEN KY | 1,324 | $83.2M | $8.3M |
| 2 | SATCO, INC. SATCO, INC. 401(K) RETIREMENT PLAN | EL SEGUNDO CA | 401 | $43.0M | $7.6M |
| 3 | DATADIRECT NETWORKS, INC. DATADIRECT NETWORKS, INC. PROFIT SHARING 401(K) PLAN |
CHATSWORTH CA |
| 485 |
| $66.0M |
| $6.8M |
| 4 | MARKON, LLC MARKON, LLC 401(K) PLAN | FALLS CHURCH VA | 318 | $42.3M | $6.8M |
| 5 | ANSER ADVISORY, LLC. ANSER ADVISORY LLC 401K RETIREMENT PLAN | OCOEE FL | 960 | $65.2M | $6.2M |
| 6 | AZURITY PHARMACEUTICALS, INC. AZURITY PHARMACEUTICAL, INC. 401(K) PROFIT SHARING PLAN TRUST | WOBURN MA | 389 | $62.9M | $5.2M |
| 7 | CARCO GROUP, INC. CARCO GROUP, INC. PROFIT SHARING AND 401(K) PLAN | EASTON MD | 566 | $37.4M | $4.2M |
| 8 | A-MARK PRECIOUS METALS, INC. AND A-MARK PRECIOUS METALS, INC. AND SUBSIDIARIES | EL SEGUNDO CA | 319 | $27.9M | $3.9M |
| 9 | LG CHEM AMERICA LG CHEM AMERICA 401(K) RETIREMENT PLAN AND TRUST | ATLANTA GA | 501 | $56.1M | $3.5M |
| 10 | AERO METALS, INC. AERO METALS, INC. 401(K) PLAN | LAPORTE IN | 191 | $15.1M | $3.1M |
