Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifecycle Index 2025 Fund R6 Class Registered Investment Company in their Schedule of Assets, totaling $1.2M 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 | MUNICIPAL OPERATIONS & CONSULT MUNICIPAL OPERATIONS & CONSULT 401(K) PROFIT SHARING PLAN & TRUST | CYPRESS TX | 192 | $6.6M | $746K |
| 2 | FLRISH, INC. FLRISH, INC. 401(K) PLAN | SAN DIEGO CA | 220 | $2.9M | $293K |
| 3 | GAHH LLC GAHH LLC 401(K) PROFIT SHARING PLAN & TRUST |
NORTH HOLLYWOOD CA |
| 197 |
| $1.4M |
| $178K |
| 4 | NEWBASIS, LLC NEWBASIS, LLC SAVINGS AND RETIREMENT PLAN AND TRUST 401(K) PLAN | RIVERSIDE CA | 146 | $3.0M | $26K |
