Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Nuveen Lifecycle Index 2020 Fund " in their Schedule of Assets, totaling $11.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSAL INSTRUMENTS CORPORATION CBA RETIREMENT SAVINGS PLAN | CONKLIN NY | 301 | $116.3M | $3.3M |
| 2 | ORTHOALLIANCE MSO, LLC ORTHOALLIANCE 401(K) PLAN | MINNETONKA MN | 2,440 | $233.4M | $2.5M |
| 3 | NORTH SHORE COUNTRY DAY SCHOOL NORTH SHORE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
WINNETKA IL |
| 144 |
| $45.3M |
| $1.3M |
| 4 | BILL DORAN LLC BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN | ROCKFORD IL | 493 | $10.8M | $932K |
| 5 | THE BROWNING SCHOOL THE BROWNING SCHOOL 403(B) PLAN | NEW YORK NY | 194 | $45.0M | $899K |
| 6 | GENOVA DIAGNOSTICS, INC GENOVA DIAGNOSTICS 401(K) PROFIT SHARING PLAN | ASHEVILLE NC | 250 | $21.7M | $608K |
| 7 | LOUISVILLE PAVING COMPANY, INC. LPX, INC. & SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 582 | $35.4M | $476K |
| 8 | CHILDRENS DEFENSE FUND CHILDRENS DEFENSE FUND RETIREMENT PLAN | WASHINGTON DC | 89 | $20.7M | $369K |
| 9 | QUECHAN INDIAN TRIBE QUECHAN INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN | WINTERHAVEN CA | 930 | $16.4M | $302K |
| 10 | EL NIDO FAMILY CENTERS EL NIDO FAMILY CENTERS RETIREMENT PLAN | LOS ANGELES CA | 155 | $1.6M | $206K |
