Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Nuveen Lifecycl Index 2020 R6 in their Schedule of Assets, totaling $55.9M 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 | THE RMR GROUP LLC THE RMR GROUP LLC 401(K) RETIREMENT PLAN | NEWTON MA | 1,024 | $143.2M | $13.3M |
| 2 | UNITED MUSCULOSKELETAL PARTNERS, LLC UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 2,243 | $359.1M | $12.8M |
| 3 | INTRADO LIFE & SAFETY, INC. INTRADO 401(K) PLAN |
LONGMONT CO |
| 744 |
| $92.5M |
| $6.2M |
| 4 | CYRUSONE LLC CYRUSONE 401(K) SAVINGS PLAN | DALLAS TX | 480 | $64.4M | $6.0M |
| 5 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $3.7M |
| 6 | SALEM HOLDING COMPANY SALEM HOLDING COMPANY 401(K) PROFIT SHARING PLAN | WINSTON-SALEM NC | 828 | $34.8M | $3.4M |
| 7 | ND PAPER INC. ND PAPER 401(K) SAVINGS PLAN | OAK BROOK IL | 580 | $131.2M | $3.0M |
| 8 | VANTAGE BANK TEXAS VANTAGE BANK TEXAS 401(K) PLAN | SAN ANTONIO TX | 481 | $44.9M | $1.9M |
| 9 | ND PAPER INC. ND PAPER RETIREMENT PLAN | OAK BROOK IL | 330 | $85.1M | $1.9M |
| 10 | HEIDENHAIN CORPORATION HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN | SCHAUMBURG IL | 151 | $47.9M | $1.2M |
