Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifecycle Index 2020 Fund Class R6 Mutual fund in their Schedule of Assets, totaling $2.2M 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 | GENOVA BURNS LLC GENOVA BURNS LLC 401(K)/PROFIT SHARING PLAN | NEWARK NJ | 104 | $15.8M | $1.3M |
| 2 | CORE, LLC CORE, LLC 401(K) SAFE HARBOR PLAN | BATON ROUGE LA | 427 | $9.4M | $790K |
| 3 | OHIO DISTRICT 5 AREA AGENCY ON AGING OHIO DISTRICT 5 AREA AGENCY ON AGING 403B RETIREMENT PLAN |
ONTARIO OH |
| 111 |
| $2.8M |
| $80K |
| 4 | NISSEN CHEMITEC AMERICA NISSEN CHEMITEC AMERICA EMPLOYEES' 401(K) PLAN | LONDON OH | 337 | $3.6M | $31K |
