Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Lifecycle Index 2025 I in their Schedule of Assets, totaling $3.2M 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 | HORIZON HOUSE, INC. HORIZON HOUSE 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 865 | $24.8M | $2.5M |
| 2 | HERITAGE BANCSHARES GROUP, INC. HERITAGE BANCSHARES GROUP, INC. 401(K) RETIREMENT PLAN | WILLMAR MN | 90 | $12.3M | $664K |
