Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Lifecycle Index 2025 Fund Class R6 Mutual fund in their Schedule of Assets, totaling $5.9M 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 | ENGEL BURMAN SENIOR HOUSING AT EAST MEADOW, INC. ENGEL BURMAN SENIOR HOUSING 401(K) PLAN | RONKONKOMA NY | 2,628 | $33.9M | $3.8M |
| 2 | UNWIN COMPANY UNWIN COMPANY 401(K) PLAN AND TRUST | HILLIARD OH | 165 | $30.0M | $941K |
| 3 | GENOVA BURNS LLC GENOVA BURNS LLC 401(K)/PROFIT SHARING PLAN |
NEWARK NJ |
| 104 |
| $15.8M |
| $427K |
| 4 | THE MARY WADE HOME, INC. THE MARY WADE HOME, INC. 403(B) SAVINGS PLAN | NEW HAVEN CT | 293 | $4.8M | $176K |
| 5 | IMPACT MHC MANAGEMENT, LLC IMPACT MHC MANAGEMENT, LLC 401(K) PLAN | CEDAREDGE CO | 229 | $4.3M | $163K |
| 6 | NISSEN CHEMITEC AMERICA NISSEN CHEMITEC AMERICA EMPLOYEES' 401(K) PLAN | LONDON OH | 337 | $3.6M | $143K |
| 7 | BLOOD ASSURANCE, INC. BLOOD ASSURANCE, INC. 401(K) PLAN | CHATTANOOGA TN | 191 | $7.9M | $118K |
| 8 | OHIO DISTRICT 5 AREA AGENCY ON AGING OHIO DISTRICT 5 AREA AGENCY ON AGING 403B RETIREMENT PLAN | ONTARIO OH | 111 | $2.8M | $107K |
| 9 | STRUCTURAL STEEL SERVICES, INC. STRUCTURAL STEEL SERVICES, INC.401(K) RETIREMENT PLAN | MERIDIAN MS | 150 | $20.7M | $12K |
