Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Lifecycle Index 2030 Inst in their Schedule of Assets, totaling $4.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERCARE HOLDINGS, INC. INTERCARE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | ROCKLIN CA | 460 | $23.5M | $2.3M |
| 2 | CANTEX CONTINUING CARE NETWORK, LLC CANTEX CONTINUING CARE NETWORK EMPLOYEES SAVINGS TRUST | CARROLLTON TX | 3,883 | $24.0M | $1.0M |
| 3 | INDIANA OXYGEN COMPANY |
INDIANAPOLIS IN |
| 186 |
| $8.7M |
| $534K |
| 4 | NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION 403(B) TAX SHELTERED ANNUITY PLAN | LOWELL MA | 123 | $18.7M | $242K |
| 5 | COMMUNITY BASED CARE, LLC COMMUNITY BASED CARE 401(K) PLAN | MORRISVILLE NC | 6,367 | $2.7M | $236K |
