Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Lifecycle Index 2020 Fund Mutual fund in their Schedule of Assets, totaling $3.2M 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 | PATTERSON & SHERIDAN, LLP PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN | HOUSTON TX | 137 | $53.7M | $1.9M |
| 2 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $669K |
| 3 | STANDARD FURNITURE MANUFACTURING COMPANY, LLC |
BAY MINETTE AL |
| 598 |
| $8.8M |
| $434K |
| 4 | CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 126 | $29.6M | $61K |
| 5 | EMPLOYER SOLUTIONS GROUP, LLC EMPLOYER SOLUTIONS GROUP RETIREMENT SAVINGS PLAN | EDINA MN | 4,034 | $3.1M | $56K |
| 6 | OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN | OMAHA NE | 206 | $11.3M | $35K |
| 7 | V.T. CONSTRUCTION, INC. V.T. CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 131 | $3.9M | $27K |
| 8 | LAS VEGAS METRO CHAMBER OF COMMERCE THE ASSOCIATION 401(K) PLAN | LAS VEGAS NV | 907 | $16.0M | $21K |
| 9 | BYLADA FOODS, LLC BYLADA FOODS LLC 401(K) PROFIT SHARING PLAN | MOONACHIE NJ | 141 | $5.6M | $4K |
