Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Nuveen Lifecycle Index 2025 Fund " in their Schedule of Assets, totaling $20.5M 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 | ORTHOALLIANCE MSO, LLC ORTHOALLIANCE 401(K) PLAN | MINNETONKA MN | 2,440 | $233.4M | $12.2M |
| 2 | LOUISVILLE PAVING COMPANY, INC. LPX, INC. & SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 582 | $35.4M | $1.8M |
| 3 | QUECHAN INDIAN TRIBE QUECHAN INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN |
WINTERHAVEN CA |
| 930 |
| $16.4M |
| $1.5M |
| 4 | HORNER ELECTRIC INC. HORNER ELECTRIC INC. EMPLOYEES RETIREMENT PLAN | INDIANAPOLIS IN | 296 | $28.6M | $897K |
| 5 | GENOVA DIAGNOSTICS, INC GENOVA DIAGNOSTICS 401(K) PROFIT SHARING PLAN | ASHEVILLE NC | 250 | $21.7M | $787K |
| 6 | BEACON THERAPEUTICS (USA), INC. BEACON THERAPEUTICS (USA), INC. 401(K) PLAN | ALACHULA FL | 56 | $6.7M | $547K |
| 7 | ALDEA INC. ALDEA INC. 403B PLAN | NAPA CA | 121 | $7.9M | $534K |
| 8 | SEAGATE DEVELOPMENT GROUP LLC SEAGATE DEVELOPMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | FORT MYERS FL | 194 | $5.4M | $476K |
| 9 | BILL DORAN LLC BILL DORAN COMPANY EMPLOYEE SAVINGS AND RETIREMENT PLAN | ROCKFORD IL | 493 | $10.8M | $472K |
| 10 | CORERX, INC. CORERX, INC. 401(K) PLAN | CLEARWATER FL | 178 | $47.3M | $300K |
