Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen Lifecycle Idx 2065 R6 in their Schedule of Assets, totaling $485K 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 | CATHOLIC CHARITIES DIOCESE OF FORT WORTH INCORPORATED CATHOLIC CHARITIES FORT WORTH 403B PLAN | FT WORTH TX | 393 | $14.1M | $213K |
| 2 | FAMILY DEVELOPMENT SERVICES INC. FAMILY DEVELOPMENT SERVICES INC. 403B RETIREMENT PLAN | INDIANAPOLIS IN | 233 | $6.6M | $152K |
| 3 | DUNCAN SUPPLY COMPANY INC. |
INDIANAPOLIS IN |
| 168 |
| $7.8M |
| $84K |
| 4 | HEBRON EDUCATIONAL MINISTRIES HEBRON CHRISTIAN ACADEMY 403B PLAN | DACULA GA | 267 | $10.1M | $23K |
| 5 | PRAIRIE FIVE COMMUNITY ACTION COUNCIL INC. PRAIRIE FIVE COMMUNITY ACTION COUNCIL 403B PLAN | MONTEVIDEO MN | 176 | $3.5M | $9K |
| 6 | HOSPITAL SERVICE ASSOCIATES INC. APS MEDICAL BILLING SAVINGS PLAN | TOLEDO OH | 385 | $15.2M | $4K |
