Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Nuveen Lifecycle index 2025 R6 Mutual fund in their Schedule of Assets, totaling $56.5M 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 | HEAT AND CONTROL, INC. HEAT AND CONTROL, INC. PROFIT-SHARING AND 401(K) SAVINGS PLAN | HAYWARD CA | 772 | $106.3M | $12.6M |
| 2 | UTILITRA LLC FMS 401(K) PROFIT SHARING PLAN AND TRUST | EDWARDSVILLE IL | 350 | $35.5M | $3.9M |
| 3 | SV-DVF HOLDINGS, LLC DIVERSIFIED SEARCH GROUP RETIREMENT PLAN |
PHILADELPHIA PA |
| 267 |
| $47.0M |
| $3.9M |
| 4 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. 401(K) PLAN | SUWANEE GA | 1,745 | $43.4M | $2.8M |
| 5 | CTC GLOBAL CORPORATION CTC GLOBAL CORPORATION 401(K) PLAN | IRVINE CA | 295 | $19.0M | $2.6M |
| 6 | KEDRION BIOPHARMA, INC. KEDRION BIOPHARMA, INC. 401(K) PLAN | FORT LEE NJ | 2,380 | $61.3M | $2.5M |
| 7 | KELLOGG SUPPLY, INC. KELLOGG SUPPLY, INC. 401(K) PLAN | CARSON CA | 199 | $24.7M | $2.3M |
| 8 | KRASDALE FOODS, INC. KRASDALE FOODS, INC. PROFIT SHARING 401(K) PLAN & TRUST | WHITE PLAINS NY | 371 | $90.1M | $2.3M |
| 9 | JAMESTOWN METAL MARINE SALES, INC. JAMESTOWN COMPANIES RETIREMENT PLAN | BOCA RATON FL | 312 | $13.7M | $2.1M |
| 10 | INTEST CORPORATION INTEST CORPORATION INCENTIVE SAVINGS PLAN | MT. LAUREL NJ | 210 | $42.7M | $1.9M |
