Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle Index 2025 Premier Nuveen 0 in their Schedule of Assets, totaling $10.6M 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 | ADVANCED TECHNOLOGY SERVICES, INC. ADVANCED TECHNOLOGY SERVICES, INC. 401(K) PSP | PEORIA IL | 2,062 | $205.1M | $9.3M |
| 2 | NEW YORK CITY MISSION SOCIETY NEW YORK CITY MISSION SOCIETY 403(B) PLAN | NEW YORK NY | 74 | $4.8M | $708K |
| 3 | PERFECT 85 DEGREES C, INC |
BREA CA |
| 1,089 |
| $13.5M |
| $602K |