Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Nuveen Lifecycl Index 2015 R6 in their Schedule of Assets, totaling $16.7M 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 | INTRADO LIFE & SAFETY, INC. INTRADO 401(K) PLAN | LONGMONT CO | 744 | $92.5M | $6.0M |
| 2 | SALEM HOLDING COMPANY SALEM HOLDING COMPANY 401(K) PROFIT SHARING PLAN | WINSTON-SALEM NC | 828 | $34.8M | $2.6M |
| 3 | VANTAGE BANK TEXAS VANTAGE BANK TEXAS 401(K) PLAN |
SAN ANTONIO TX |
| 481 |
| $44.9M |
| $1.6M |
| 4 | THE RMR GROUP LLC THE RMR GROUP LLC 401(K) RETIREMENT PLAN | NEWTON MA | 1,024 | $143.2M | $1.6M |
| 5 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $1.3M |
| 6 | P.G. CHAMBERS SCHOOL, INC. P.G. CHAMBERS SCHOOL 403(B) PLAN | CEDAR KNOLLS NJ | 210 | $20.5M | $1.0M |
| 7 | CALDWELL HOSPICE AND PALLIATIVE CARE, INC. CALDWELL HOSPICE AND PALLIATIVE CARE, INC. RETIREMENT PLAN | LENOIR NC | 252 | $10.6M | $931K |
| 8 | FIVE GUYS ENTERPRISES LLC FIVE GUYS ENTERPRISES, LLC 401(K) PLAN | ALEXANDRIA VA | 2,261 | $43.5M | $886K |
| 9 | HY CITE ENTERPRISES, LLC RETIREMENT SAVINGS PLAN OF HY CITE ENTERPRISES, LLC | MIDDLETON WI | 402 | $53.8M | $388K |
| 10 | ND PAPER INC. ND PAPER 401(K) SAVINGS PLAN | OAK BROOK IL | 580 | $131.2M | $99K |
