Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Lifcyc In 2065 F Ret Registered Investment Company in their Schedule of Assets, totaling $354K 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 | CUSTARD INSURANCE ADJUSTERS, INC. CUSTARD INSURANCE ADJUSTERS SAVINGS PLAN | NORCROSS GA | 812 | $45.9M | $336K |
| 2 | COTTRELL, INC. COTTRELL, INC. 401(K) RETIREMENT PLAN | GAINESVILLE GA | 694 | $29.9M | $18K |
