Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Nuveen Lifecycle index 2030 R6 Mutual fund in their Schedule of Assets, totaling $75.8M 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 | HEAT AND CONTROL, INC. HEAT AND CONTROL, INC. PROFIT-SHARING AND 401(K) SAVINGS PLAN | HAYWARD CA | 772 | $106.3M | $12.2M |
| 2 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. 401(K) PLAN | SUWANEE GA | 1,745 | $43.4M | $5.4M |
| 3 | SV-DVF HOLDINGS, LLC DIVERSIFIED SEARCH GROUP RETIREMENT PLAN |
PHILADELPHIA PA |
| 267 |
| $47.0M |
| $4.7M |
| 4 | MBS ASSET MANAGEMENT LLC MBS ASSET MANAGEMENT, LLC 401(K) PLAN | MANHATTAN BEACH CA | 658 | $56.7M | $4.0M |
| 5 | SOLSBURY HILL, LLC SOLSBURY HILL 401(K) PLAN | DENVER CO | 245 | $15.8M | $3.2M |
| 6 | SONOMA ACADEMY SONOMA ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA ROSA CA | 104 | $18.0M | $2.8M |
| 7 | SECOND HARVEST OF SILICON VALLEY SECOND HARVEST OF SILICON VALLEY 403(B) PLAN | SAN JOSE CA | 274 | $37.2M | $2.6M |
| 8 | KRASDALE FOODS, INC. KRASDALE FOODS, INC. PROFIT SHARING 401(K) PLAN & TRUST | WHITE PLAINS NY | 371 | $90.1M | $2.6M |
| 9 | UTILITRA LLC FMS 401(K) PROFIT SHARING PLAN AND TRUST | EDWARDSVILLE IL | 350 | $35.5M | $2.5M |
| 10 | KEDRION BIOPHARMA, INC. KEDRION BIOPHARMA, INC. 401(K) PLAN | FORT LEE NJ | 2,380 | $61.3M | $2.4M |
