Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle Idx 2030 J in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RODDA PAINT CO. RODDA PAINT CO. 401K PLAN | PORTLAND OR | 408 | $35.2M | $2.0M |
| 2 | PURSUE HEALTH LLC PURSUE HEALTH LLC RETIREMENT SAVINGS PLAN | IRVINE CA | 2,393 | $17.4M | $1.4M |
| 3 | LIGHTHOUSE HR SERVICES, LLC LIGHTHOUSE HR SERVICES,LLC 401(K) PLAN |
TAMPA FL |
| 260 |
| $14.6M |
| $260K |
