Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Lifecycle Index 2025 Fund R6 Class Mutual fund in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS WILKIE LEXUS 401K PROFIT SHARING PLAN | HAVERFORD PA | 140 | $18.2M | $1.4M |
| 2 | HELIX ENVIRONMENTAL PLANNING HELIX ENVIRONMENTAL PLANNING 401 K PROFIT SHARING PLAN TRUST | LA MESA CA | 248 | $18.9M | $494K |
| 3 | HATALOM CORPORATION |
ORLANDO FL |
| 178 |
| $3.7M |
| $487K |
| 4 | IONEX RESEARCH CORPORATION IONEX RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | LAFAYETTE CO | 87 | $1.9M | $108K |
| 5 | MORAVIA HEALTH NETWORK LLC MORAVIA HEALTH NETWORK LLC 401(K) PROFIT SHARING PLAN & TRUST | PHILADELPHIA PA | 5,560 | $1.6M | $99K |
| 6 | ELECTRONIC POWER DESIGN INC ELECTRONIC POWER DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 252 | $6.9M | $3K |
| 7 | SOURCE 4 SOLUTIONS LLC SOURCE 4 SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | KNOXVILLE TN | 111,388 | $10.2M | $2K |
