Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding Nuveen Lifecycle index 2020 R6 Mutual fund in their Schedule of Assets, totaling $25.6M 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 | UTILITRA LLC FMS 401(K) PROFIT SHARING PLAN AND TRUST | EDWARDSVILLE IL | 350 | $35.5M | $4.0M |
| 2 | HEAT AND CONTROL, INC. HEAT AND CONTROL, INC. PROFIT-SHARING AND 401(K) SAVINGS PLAN | HAYWARD CA | 772 | $106.3M | $2.9M |
| 3 | SV-DVF HOLDINGS, LLC DIVERSIFIED SEARCH GROUP RETIREMENT PLAN |
PHILADELPHIA PA |
| 267 |
| $47.0M |
| $2.9M |
| 4 | MBS ASSET MANAGEMENT LLC MBS ASSET MANAGEMENT, LLC 401(K) PLAN | MANHATTAN BEACH CA | 658 | $56.7M | $2.7M |
| 5 | PATHLIGHT, INC. PATHLIGHT INC. 403(B) RETIREMENT SAVINGS PLAN | SPRINGFIELD MA | 483 | $10.7M | $1.9M |
| 6 | CTC GLOBAL CORPORATION CTC GLOBAL CORPORATION 401(K) PLAN | IRVINE CA | 295 | $19.0M | $1.2M |
| 7 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. 401(K) PLAN | SUWANEE GA | 1,745 | $43.4M | $981K |
| 8 | MEDICAL SERVICES OF AMERICA, INC. MEDICAL SERVICES OF AMERICA, INC. 401(K) RETIREMENT PLAN | LEXINGTON SC | 1,349 | $47.3M | $864K |
| 9 | VP RACING FUELS, INC. VP RACING FUELS, INC. PROFIT SHARING RETIREMENT PLAN | SAN ANTONIO TX | 278 | $14.1M | $725K |
| 10 | ERNEST PACKAGING ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN | COMMERCE CA | 539 | $45.0M | $700K |
