Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifecycle Index 2020 Inst in their Schedule of Assets, totaling $1.2M 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 | INTERCARE HOLDINGS, INC. INTERCARE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | ROCKLIN CA | 460 | $23.5M | $749K |
| 2 | INDIANA OXYGEN COMPANY INDIANA OXYGEN 401(K) PLAN | INDIANAPOLIS IN | 186 | $8.7M | $253K |
| 3 | CANTEX CONTINUING CARE NETWORK, LLC CANTEX CONTINUING CARE NETWORK EMPLOYEES SAVINGS TRUST |
CARROLLTON TX |
| 3,883 |
| $24.0M |
| $193K |
| 4 | COMMUNITY BASED CARE, LLC COMMUNITY BASED CARE 401(K) PLAN | MORRISVILLE NC | 6,367 | $2.7M | $18K |
