Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Nuveen Lifecycl Index 2035 R6 in their Schedule of Assets, totaling $50.7M 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 | $16.9M |
| 2 | ND PAPER INC. ND PAPER RETIREMENT PLAN | OAK BROOK IL | 330 | $85.1M | $11.2M |
| 3 | ND PAPER INC. ND PAPER 401(K) SAVINGS PLAN | OAK BROOK |
| 580 |
| $131.2M |
| $10.3M |
| 4 | FIVE GUYS ENTERPRISES LLC FIVE GUYS ENTERPRISES, LLC 401(K) PLAN | ALEXANDRIA VA | 2,261 | $43.5M | $4.7M |
| 5 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $3.4M |
| 6 | P.G. CHAMBERS SCHOOL, INC. P.G. CHAMBERS SCHOOL 403(B) PLAN | CEDAR KNOLLS NJ | 210 | $20.5M | $786K |
| 7 | PEREZ TRADING COMPANY, INC. PEREZ TRADING COMPANY, INC. 401(K) SAVINGS PLAN | MIAMI FL | 133 | $20.7M | $600K |
| 8 | UNITED MUSCULOSKELETAL PARTNERS, LLC UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 2,243 | $359.1M | $481K |
| 9 | SUPERIOR INSURANCE PARTNERS, LLC SUPERIOR INSURANCE PARTNERS, LLC 401(K) PLAN | CHICAGO IL | 246 | $4.5M | $475K |
| 10 | PHOENIX TACO LLC PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST | MORGANTON NC | 659 | $4.1M | $462K |
