Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Nuveen Lifecycle Index 2025 R6 Mutual funds in their Schedule of Assets, totaling $112.3M 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 | MATHESON TRI-GAS, INC. MATHESON TRI-GAS, INC. SAVINGS PLAN | WARREN NJ | 4,755 | $454.6M | $56.6M |
| 2 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 85,004 | $695.8M | $24.1M |
| 3 | CJK GROUP, INC. CJK GROUP 401(K) RETIREMENT PLAN |
BRAINERD MN |
| 3,442 |
| $256.9M |
| $12.6M |
| 4 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN II | NEW YORK NY | 8,108 | $77.6M | $7.5M |
| 5 | W.S. DARLEY & CO. W. S. DARLEY & CO. EMPLOYEE'S PROFIT SHARING 401(K) PLAN | ITASCA IL | 214 | $44.7M | $6.2M |
| 6 | JD BANK 401K PLAN JD BANK 401K PLAN | JENNINGS LA | 248 | $16.6M | $1.7M |
| 7 | WHEELER BROTHERS GRAIN COMPANY, LLC SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY, LLC | WATONGA OK | 126 | $17.3M | $1.1M |
| 8 | C. MARTIN COMPANY, INC. C. MARTIN COMPANY, INC. 401(K) PLAN | LAS VEGAS NV | 167 | $5.3M | $1.0M |
| 9 | LONE STAR CIRCLE OF CARE LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES' RETIREMENT PLAN | GEORGETOWN TX | 741 | $29.4M | $946K |
| 10 | BAG MAKERS, INC. BAG MAKERS, INC. 401(K)/PROFIT SHARING PLAN | UNION IL | 331 | $16.7M | $330K |
