Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Nuveen Lifecycl Index 2065 R6 in their Schedule of Assets, totaling $25.6M 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 | VANTAGE BANK TEXAS VANTAGE BANK TEXAS 401(K) PLAN | SAN ANTONIO TX | 481 | $44.9M | $8.6M |
| 2 | HY CITE ENTERPRISES, LLC RETIREMENT SAVINGS PLAN OF HY CITE ENTERPRISES, LLC | MIDDLETON WI | 402 | $53.8M | $5.5M |
| 3 | THE RMR GROUP LLC THE RMR GROUP LLC 401(K) RETIREMENT PLAN |
NEWTON MA |
| 1,024 |
| $143.2M |
| $3.2M |
| 4 | UNITED MUSCULOSKELETAL PARTNERS, LLC UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 2,243 | $359.1M | $1.8M |
| 5 | SALEM HOLDING COMPANY SALEM HOLDING COMPANY 401(K) PROFIT SHARING PLAN | WINSTON-SALEM NC | 828 | $34.8M | $1.4M |
| 6 | TIDES MEDICAL, LLC TIDES MEDICAL, LLC 401K PLAN | LAFAYETTE LA | 106 | $4.4M | $751K |
| 7 | ND PAPER INC. ND PAPER RETIREMENT PLAN | OAK BROOK IL | 330 | $85.1M | $655K |
| 8 | ND PAPER INC. ND PAPER 401(K) SAVINGS PLAN | OAK BROOK IL | 580 | $131.2M | $574K |
| 9 | DOLAN'S OF CONCORD/PINOLE DOLAN'S OF CONCORD/PINOLE 401(K) PLAN | PLEASANT HILL CA | 99 | $11.2M | $572K |
| 10 | CALDWELL HOSPICE AND PALLIATIVE CARE, INC. CALDWELL HOSPICE AND PALLIATIVE CARE, INC. RETIREMENT PLAN | LENOIR NC | 252 | $10.6M | $436K |
