Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen Lifecycle Index 2020 Mutual Fund in their Schedule of Assets, totaling $3.4M 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 | TACHI YOKUT TRIBE TACHI YOKUT TRIBE ENTERPRISE 401K PLAN | LEMOORE CA | 1,070 | $51.1M | $2.1M |
| 2 | CALIFORNIA INSTITUTE OF INTEGR CALIFORNIA INSTITUTE OF INTEGR 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 303 | $16.7M | $762K |
| 3 | VALLEY JOIST, LLC VALLEY JOIST, LLC 401(K) SAVINGS PLAN | FORT PAYNE AL | 230 | $5.5M | $334K |
| 4 | THE JEWISH MUSEUM THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 220 | $20.2M | $99K |
| 5 | CANARICO QUARRIES, INC. GRUPO CARMELO SAVINGS AND INVESTMENT PLAN | SABANA SECA PR | 188 | $4.2M | $74K |
| 6 | MIND RESEARCH INSTITUTE MIND RESEARCH INSTITUTE 401(K) PLAN | IRVINE CA | 213 | $20.8M | $73K |
| 7 | GF HEALTH PRODUCTS, INC. GF HEALTH PRODUCTS, INC. EMPLOYEES 401(K) PLAN | ATLANTA GA | 292 | $23.7M | $32K |
| 8 | NORTH SHORE SUPPLY COMPANY INC. NORTH SHORE SUPPLY COMPANY EMPLOYEES 401K PROFIT SHARING PLAN & TRUST | HOUSTON TX | 407 | $17.1M | $21K |
