Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle Index 2020 Fund R6 Class Registered Investment Company in their Schedule of Assets, totaling $201K 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 | FLRISH, INC. FLRISH, INC. 401(K) PLAN | SAN DIEGO CA | 220 | $2.9M | $123K |
| 2 | GAHH LLC GAHH LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTH HOLLYWOOD CA | 197 | $1.4M | $48K |
| 3 | MUNICIPAL OPERATIONS & CONSULT MUNICIPAL OPERATIONS & CONSULT 401(K) PROFIT SHARING PLAN & TRUST |
CYPRESS TX |
| 192 |
| $6.6M |
| $30K |
