Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen Lifecycle Index 2020 Fund R6 Class Mutual 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS WILKIE LEXUS 401K PROFIT SHARING PLAN | HAVERFORD PA | 140 | $18.2M | $2.5M |
| 2 | SOURCE 4 SOLUTIONS LLC SOURCE 4 SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | KNOXVILLE TN | 111,388 | $10.2M | $213K |
| 3 | WORCESTER ART MUSEUM |
WORCESTER MA |
| 186 |
| $12.7M |
| $122K |
| 4 | LAKESHORE COMMUNITY HEALTH CARE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF LAKESHORE COMMUNITY HEALTHCARE, INC. | SHEBOYGAN WI | 159 | $7.7M | $118K |
| 5 | HATALOM CORPORATION HATALOM CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ORLANDO FL | 178 | $3.7M | $44K |
| 6 | MORAVIA HEALTH NETWORK LLC MORAVIA HEALTH NETWORK LLC 401(K) PROFIT SHARING PLAN & TRUST | PHILADELPHIA PA | 5,560 | $1.6M | $9K |
