Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Lifecycle Index 2015 Fund in their Schedule of Assets, totaling $3.0M 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 | LOUISVILLE PAVING COMPANY, INC. LPX, INC. & SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 582 | $35.4M | $1.2M |
| 2 | THE BROWNING SCHOOL THE BROWNING SCHOOL 403(B) PLAN | NEW YORK NY | 194 | $45.0M | $561K |
| 3 | ORTHOALLIANCE MSO, LLC ORTHOALLIANCE 401(K) PLAN |
MINNETONKA MN |
| 2,440 |
| $233.4M |
| $502K |
| 4 | NORTHFIELD BANK NORTHFIELD BANK EMPLOYEE SAVINGS PLAN | WOODBRIDGE NJ | 350 | $37.4M | $463K |
| 5 | F & M BANCSHARES, INC. F & M BANCSHARES, INC. SAVINGS INCENTIVE PLAN | OKLAHOMA CITY OK | 96 | $12.9M | $82K |
| 6 | OMEGA CONSTRUCTION, INC. OMEGA CONSTRUCTION, INC. 401(K) PLAN | WINSTON-SALEM NC | 135 | $7.9M | $57K |
| 7 | QUECHAN INDIAN TRIBE QUECHAN INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN | WINTERHAVEN CA | 930 | $16.4M | $31K |
| 8 | NORTH SHORE COUNTRY DAY SCHOOL NORTH SHORE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WINNETKA IL | 144 | $45.3M | $28K |
| 9 | BILL DORAN LLC BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN | ROCKFORD IL | 493 | $10.8M | $13K |
| 10 | PRAIRIE RIDGE INTEGRATED BEHAVIORAL HEALTHCARE PRAIRIE RIDGE INTEGRATED BEHAVIORAL HEALTHCARE 401(K) PROFIT SHARING PLAN | MASON CITY IA | 118 | $6.9M | $6K |
