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 Mutual fund in their Schedule of Assets, totaling $6.8M 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 | BOLLINGER SHIPYARDS, LLC BOLLINGER SHIPYARDS 401(K) SAVINGS PLAN | LOCKPORT LA | 2,082 | $109.1M | $3.5M |
| 2 | OTTERBEIN UNIVERSITY OTTERBEIN UNIVERSITY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | WESTERVILLE OH | 758 | $136.3M | $3.2M |
| 3 | H.R. OPTIONS, INC. |
CONCORD CA |
| 369 |
| $8.2M |
| $103K |
