Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Nuveen Lifecycle Index 2020 R6 Registered investment company in their Schedule of Assets, totaling $13.2M 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 | COSENTINO SERVICE CORPORATION COSENTINO'S FOOD STORES 401(K) PROFIT SHARING PLAN AND TRUST | OVERLAND PARK KS | 3,338 | $87.7M | $10.8M |
| 2 | MG24 INVESTMENTS, LLC DBA GOSCH FORD OF TEMECULA MG24 INVESTMENTS, LLC 401(K) PLAN | TEMECULA CA | 17 | $13.2M | $961K |
| 3 | COCHRAN, INC. |
SEATTLE WA |
| 232 |
| $39.7M |
| $439K |
| 4 | COMPACT INFORMATION SYSTEMS, LLC COMPACT INFORMATION SYSTEMS, LLC 401(K) PLAN | FT MYERS FL | 99 | $10.5M | $432K |
| 5 | DNANEXUS, INC. DNANEXUS, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 147 | $16.3M | $275K |
| 6 | OPENROAD TRANSPORTATION, INC OPENROAD TRANSPORTATION, INC. 401(K) PROFIT SHARING PLAN | DALLAS OR | 153 | $11.3M | $131K |
| 7 | AUCTION EDGE AUCTION EDGE INC 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 123 | $10.5M | $78K |
| 8 | EVENT NETWORK, LLC EVENT NETWORK, LLC 401(K) PLAN | SAN DIEGO CA | 1,137 | $11.0M | $61K |
| 9 | SILVER FALLS MSO, LLC FRONTIER DERMATOLOGY 401(K) PROFIT SHARING PLAN | SALEM OR | 560 | $28.6M | $39K |
| 10 | CLASSIC COLLISION, LLC CLASSIC COLLISION, LLC 401(K) PLAN | ATLANTA GA | 3,869 | $29.7M | $35K |
