Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Lifecycle Index 2025 Fund R6 Mutual fund in their Schedule of Assets, totaling $12.9M 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 | BOLLINGER SHIPYARDS, LLC BOLLINGER SHIPYARDS 401(K) SAVINGS PLAN | LOCKPORT LA | 2,082 | $109.1M | $9.0M |
| 2 | OTTERBEIN UNIVERSITY OTTERBEIN UNIVERSITY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | WESTERVILLE OH | 758 | $136.3M | $3.3M |
| 3 | CAPITOL-HUSTING COMPANY INC. |
MILWAUKEE WI |
| 179 |
| $22.5M |
| $255K |
| 4 | H.R. OPTIONS, INC. H.R. OPTIONS, INC. 401(K) PLAN | CONCORD CA | 369 | $8.2M | $253K |
| 5 | CREDITSAFE USA INC. CREDITSAFE USA INC. 401(K) PLAN | ALLENTOWN PA | 101 | $1.7M | $77K |
