Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Nuveen Lifecycl Index 2015 R6 in their Schedule of Assets, totaling $41.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED MUSCULOSKELETAL PARTNERS, LLC UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 2,243 | $359.1M | $24.3M |
| 2 | INTRADO LIFE & SAFETY, INC. INTRADO 401(K) PLAN | LONGMONT CO | 744 | $92.5M | $6.0M |
| 3 | SALEM HOLDING COMPANY SALEM HOLDING COMPANY 401(K) PROFIT SHARING PLAN |
WINSTON-SALEM NC |
| 828 |
| $34.8M |
| $2.6M |
| 4 | VANTAGE BANK TEXAS VANTAGE BANK TEXAS 401(K) PLAN | SAN ANTONIO TX | 481 | $44.9M | $1.6M |
| 5 | THE RMR GROUP LLC THE RMR GROUP LLC 401(K) RETIREMENT PLAN | NEWTON MA | 1,024 | $143.2M | $1.6M |
| 6 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $1.3M |
| 7 | P.G. CHAMBERS SCHOOL, INC. P.G. CHAMBERS SCHOOL 403(B) PLAN | CEDAR KNOLLS NJ | 210 | $20.5M | $1.0M |
| 8 | HEIDENHAIN CORPORATION HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN | SCHAUMBURG IL | 151 | $47.9M | $932K |
| 9 | CALDWELL HOSPICE AND PALLIATIVE CARE, INC. CALDWELL HOSPICE AND PALLIATIVE CARE, INC. RETIREMENT PLAN | LENOIR NC | 252 | $10.6M | $931K |
| 10 | FIVE GUYS ENTERPRISES LLC FIVE GUYS ENTERPRISES, LLC 401(K) PLAN | ALEXANDRIA VA | 2,261 | $43.5M | $886K |
