Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 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.
| # | 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 | CANARICO QUARRIES, INC. GRUPO CARMELO SAVINGS AND INVESTMENT PLAN | SABANA SECA PR | 188 | $4.2M | $74K |
| 5 | MIND RESEARCH INSTITUTE MIND RESEARCH INSTITUTE 401(K) PLAN | IRVINE CA | 213 | $20.8M | $73K |
| 6 | ONNI PROPERTIES, LLC. ONNI GROUP USA 401(K) PLAN | PHOENIX AZ | 823 | $9.6M | $63K |
| 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 |
| 9 | INNOVATION LABS INC. INNOVATION LABS INC. 401(K) PLAN | MAHWAH NJ | 160 | $4.4M | $1K |
