Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Nuveen Lifecycl Index 2050 R6 in their Schedule of Assets, totaling $35.6M 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 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $15.3M |
| 2 | THE RMR GROUP LLC THE RMR GROUP LLC 401(K) RETIREMENT PLAN | NEWTON MA | 1,024 | $143.2M | $8.2M |
| 3 | CYRUSONE LLC CYRUSONE 401(K) SAVINGS PLAN |
DALLAS TX |
| 480 |
| $64.4M |
| $5.7M |
| 4 | RYZE CLAIM SOLUTIONS LLC RYZE CLAIM SOLUTIONS 401(K) PLAN | NOBLESVILLE IN | 182 | $14.9M | $2.1M |
| 5 | INTRADO LIFE & SAFETY, INC. INTRADO 401(K) PLAN | LONGMONT CO | 744 | $92.5M | $830K |
| 6 | PEREZ TRADING COMPANY, INC. PEREZ TRADING COMPANY, INC. 401(K) SAVINGS PLAN | MIAMI FL | 133 | $20.7M | $743K |
| 7 | TACHUS OPERATING LLC TACHUS OPERATING LLC 401(K) PLAN | THE WOODLANDS TX | 166 | $3.2M | $525K |
| 8 | PHOENIX TACO LLC PHOENIX TACO LLC 401(K) PROFIT SHARING PLAN AND TRUST | MORGANTON NC | 659 | $4.1M | $388K |
| 9 | VANTAGE BANK TEXAS VANTAGE BANK TEXAS 401(K) PLAN | SAN ANTONIO TX | 481 | $44.9M | $377K |
| 10 | SELLMARK CORPORATION SELLMARK CORPORATION 401(K) PLAN | MANSFIELD TX | 143 | $3.6M | $274K |
