Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifecycle Index 2030 Instl in their Schedule of Assets, totaling $8.7M 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 | GULF COAST REGIONAL BLOOD CENTER GULF COAST REGIONAL BLOOD CENTER 403(B) TAX DEFERRED ANNUITY PLAN | HOUSTON TX | 779 | $77.4M | $6.9M |
| 2 | BRAZOS VALLEY COMMUNITY ACTION AGENCY, INC. BVCAA, INC. RETIREMENT PLAN | COLLEGE STATION TX | 286 | $13.4M | $1.7M |
| 3 | FAIRBANKS NATIVE ASSOCIATION, INC. |
FAIRBANKS AK |
| 159 |
| $10.0M |
| $31K |
| 4 | SST GROUP, LLC SST GROUP, LLC 401(K) PLAN | BELLEVUE WA | 183 | $3.1M | $17K |
