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 Pooled Separate Account in their Schedule of Assets, totaling $1.5M 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 | ELEMET GROUP, INC THE ELEMET GROUP 401(K) PLAN | PRINCETON MN | 102 | $7.2M | $790K |
| 2 | G & G ORGANIZATION LTD. PFS GROUP 401K PLAN | HOUSTON TX | 352 | $7.2M | $328K |
| 3 | THERAPY MANAGEMENT SERVICES, LLC KIDSCARE HOME HEALTH THERAPY MANAGEMENT SERVICES 401(K) PLAN |
DALLAS TX |
| 532 |
| $15.3M |
| $220K |
| 4 | INTRA EDGE, INC. INTRA EDGE, INC. 401(K) PLAN | CHANDLER AZ | 474 | $11.7M | $110K |
| 5 | CAL FARLEY'S CAL FARLEY'S 401(K) PLAN | AMARILLO TX | 273 | $27.0M | $43K |
