Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Lifecycle Index 2015 Mutual fund in their Schedule of Assets, totaling $1.0M 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 | CALIFORNIA INSTITUTE OF INTEGR CALIFORNIA INSTITUTE OF INTEGR 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 303 | $16.7M | $447K |
| 2 | TACHI YOKUT TRIBE TACHI YOKUT TRIBE ENTERPRISE 401K PLAN | LEMOORE CA | 1,070 | $51.1M | $416K |
| 3 | MIND RESEARCH INSTITUTE MIND RESEARCH INSTITUTE 401(K) PLAN |
IRVINE CA |
| 213 |
| $20.8M |
| $135K |
| 4 | GF HEALTH PRODUCTS, INC. GF HEALTH PRODUCTS, INC. EMPLOYEES 401(K) PLAN | ATLANTA GA | 292 | $23.7M | $14K |
| 5 | ONNI PROPERTIES, LLC. ONNI GROUP USA 401(K) PLAN | PHOENIX AZ | 823 | $9.6M | $2K |
