Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Lifecycle Index 2020 Fund R6 in their Schedule of Assets, totaling $1.3M 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 | LUTHERAN FAMILY SERVICES OF VIRGINIA, INC. DBA ENCIRCLE LUTHERAN FAMILY SERVICES OF VIRGINIA, INC. 401(K) PLAN | ROANOKE VA | 414 | $14.6M | $472K |
| 2 | SHARP DECISIONS, INC. SHARP DECISIONS, INC. 401(K) PLAN | NEW YORK NY | 207 | $19.6M | $397K |
| 3 | JOSEPH KUSHNER HEBREW ACADEMY |
LIVINGSTON NJ |
| 130 |
| $26.0M |
| $255K |
| 4 | BARTON COLLEGE BARTON COLLEGE RETIREMENT PLAN | WILSON NC | 192 | $27.8M | $163K |
| 5 | NORTHSTAR LOCATION SERVICES, LLC THE NORTHSTAR COMPANIES 401(K) PLAN | CHEEKTOWAGA NY | 144 | $4.4M | $8K |
