Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Nuveen Lifecycle index 2015 R6 Mutual fund 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 | SV-DVF HOLDINGS, LLC DIVERSIFIED SEARCH GROUP RETIREMENT PLAN | PHILADELPHIA PA | 267 | $47.0M | $1.6M |
| 2 | HEAT AND CONTROL, INC. HEAT AND CONTROL, INC. PROFIT-SHARING AND 401(K) SAVINGS PLAN | HAYWARD CA | 772 | $106.3M | $1.3M |
| 3 | MBS ASSET MANAGEMENT LLC MBS ASSET MANAGEMENT, LLC 401(K) PLAN |
MANHATTAN BEACH CA |
| 658 |
| $56.7M |
| $890K |
| 4 | KEDRION BIOPHARMA, INC. KEDRION BIOPHARMA, INC. 401(K) PLAN | FORT LEE NJ | 2,380 | $61.3M | $823K |
| 5 | OBSIDIAN GLOBAL, LLC OBSIDIAN GLOBAL LLC 401(K) PLAN | WASHINGTON DC | 258 | $11.4M | $777K |
| 6 | PRIDES CORNER FARMS, INC. PRIDES CORNER FARMS, INC. EMPLOYEES PROFIT SHARING PLAN | LEBANON CT | 603 | $9.0M | $538K |
| 7 | TECHNICA LLC TECHNICA LLC 401(K) PLAN | CHARLESTON SC | 952 | $16.6M | $314K |
| 8 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. 401(K) PLAN | SUWANEE GA | 1,745 | $43.4M | $195K |
| 9 | EPIRUS, INC. EPIRUS, INC. 401(K) PLAN | TORRANCE CA | 153 | $13.5M | $173K |
| 10 | VP RACING FUELS, INC. VP RACING FUELS, INC. PROFIT SHARING RETIREMENT PLAN | SAN ANTONIO TX | 278 | $14.1M | $170K |
