Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Lifecycle Index 2035 Fund Mutual fund in their Schedule of Assets, totaling $4.6M 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 | PATTERSON & SHERIDAN, LLP PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN | HOUSTON TX | 137 | $53.7M | $1.1M |
| 2 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $1.1M |
| 3 | STANDARD FURNITURE MANUFACTURING COMPANY, LLC |
BAY MINETTE AL |
| 598 |
| $8.8M |
| $714K |
| 4 | CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 126 | $29.6M | $541K |
| 5 | BEE SWEET CITRUS, INC. BEE SWEET CITRUS, INC. 401(K) PROFIT SHARING PLAN | FOWLER CA | 364 | $7.4M | $502K |
| 6 | EMPLOYER SOLUTIONS GROUP, LLC EMPLOYER SOLUTIONS GROUP RETIREMENT SAVINGS PLAN | EDINA MN | 4,034 | $3.1M | $322K |
| 7 | V.T. CONSTRUCTION, INC. V.T. CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 131 | $3.9M | $123K |
| 8 | OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN | OMAHA NE | 206 | $11.3M | $110K |
| 9 | BYLADA FOODS, LLC BYLADA FOODS LLC 401(K) PROFIT SHARING PLAN | MOONACHIE NJ | 141 | $5.6M | $68K |
| 10 | VANCE, LLC VANCE, LLC 401(K) PLAN | TUSCON AZ | 172 | $658K | $34K |
