Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Nuveen Lifecycle Index 2025 Fund Class R6 in their Schedule of Assets, totaling $5.0M 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 | NONPROFIT ASSOCIATION OF THE MIDLAN DS NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN | OMAHA NE | 3,544 | $54.8M | $2.1M |
| 2 | BUKAS LIGHTING GROUP, INC. BUKAS LIGHTING GROUP, INC. 401(K) PLAN | ST. CHARLES IL | 203 | $9.1M | $1.3M |
| 3 | FALCONS MANAGEMENT LLC FALCONS MANAGEMENT 401K PLAN |
ATLANTA GA |
| 445 |
| $3.3M |
| $351K |
| 4 | CARIBBEAN PRODUCE EXCHANGE, LLC CARIBBEAN PRODUCE EXCHANGE PROFIT SHARING PLAN | SAN JUAN PR | 214 | $2.2M | $346K |
| 5 | SCOTT IMPORTS, INC. MARTIN DEALERSHIPS, INC. 401(K) SAVINGS PLAN | ARDMORE PA | 300 | $14.9M | $253K |
| 6 | BERAN CONCRETE, INC. BERAN CONCRETE, INC. PROFIT SHARING 401(K) PLAN & TRUST | WICHITA KS | 225 | $5.3M | $234K |
| 7 | SOLIDIFI U.S. INC. SOLIDIFI 401(K) PLAN | BUFFALO NY | 246 | $18.5M | $200K |
| 8 | D2G GROUP, LLC D2G GROUP, LLC 401(K) PLAN | FALL RIVER MA | 169 | $8.4M | $137K |
| 9 | ACCOUNTABLE HEALTHCARE STAFFING, ACCOUNTABLE HEALTHCARE STAFFING, INC. PROFIT SHARING PLAN | NORTH RICHLAND HILLS TX | 559 | $12.4M | $81K |
| 10 | JAMES RIVER CARRIERS LLC JAMES RIVER CARRIERS 401(K) PLAN | NORTH CHESTERFIELD VA | 122 | $1.4M | $65K |
