Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Nuveen Lifecycle index 2030 R6 Mutual fund in their Schedule of Assets, totaling $60.9M 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 | 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 | KRASDALE FOODS, INC. KRASDALE FOODS, INC. PROFIT SHARING 401(K) PLAN & TRUST | WHITE PLAINS NY | 371 | $90.1M | $2.6M |
| 5 | UTILITRA LLC FMS 401(K) PROFIT SHARING PLAN AND TRUST | EDWARDSVILLE IL | 350 | $35.5M | $2.5M |
| 6 | KEDRION BIOPHARMA, INC. KEDRION BIOPHARMA, INC. 401(K) PLAN | FORT LEE NJ | 2,380 | $61.3M | $2.4M |
| 7 | HEARTLAND CATFISH COMPANY, INC. THE HEARTLAND CATFISH/TACKETT FARMS 401(K) PLAN | ITTA BENA MS | 360 | $9.3M | $2.0M |
| 8 | CSA SERVICE SOLUTIONS, LLC CSA SERVICE SOLUTIONS, LLC 401(K) PLAN | WILMINGTON OH | 356 | $15.1M | $2.0M |
| 9 | INTEST CORPORATION INTEST CORPORATION INCENTIVE SAVINGS PLAN | MT. LAUREL NJ | 210 | $42.7M | $1.8M |
| 10 | ST. THOMAS SCHOOL ST. THOMAS SCHOOL DC RETIREMENT PLAN | MEDINA WA | 103 | $19.7M | $1.6M |
