Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle Index 2030 Inst Mutual Fund N/A in their Schedule of Assets, totaling $2.8M 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 | KTI INC. KTI INC. 401(K) PROFIT SHARING PLAN AND TRUST | RIALTO CA | 772 | $28.8M | $2.3M |
| 2 | MEDICAL REVIEW INSTITUTE OF AMERICA MEDICAL REVIEW INSTITUTE OF AMERICA 401(K) PLAN | SALT LAKE CITY UT | 513 | $24.8M | $480K |
| 3 | PIONEER MEMORIAL HOSPITAL & HEALTH SERVICES |
VIBORG SD |
| 151 |
| $3.9M |
| $60K |
