Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding NUVEEN LIFECYCLE IDX RTMNT R6 MUTUAL FUNDS in their Schedule of Assets, totaling $7.4M 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 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 85,004 | $695.8M | $5.2M |
| 2 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN II | NEW YORK NY | 8,108 | $77.6M | $1.6M |
| 3 | MATHESON TRI-GAS, INC. MATHESON TRI-GAS, INC. SAVINGS PLAN |
WARREN NJ |
| 4,755 |
| $454.6M |
| $520K |
| 4 | BOOKS-A-MILLION, INC. BOOKS-A-MILLION, INC. 401(K) PLAN | BIRMINGHAM AL | 3,968 | $40.2M | $65K |
| 5 | WOLGAST CORPORATION WOLGAST CORPORATION PROFIT SHARING & 401(K) PLAN | SAGINAW MI | 115 | $11.3M | $35K |
| 6 | THE INSTITUTE OF INTERNATIONAL FINANCE, INC. I I F RETIREMENT PLAN | WASHINGTON DC | 62 | $40.0M | $3K |
