Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Lifecycle Index 2035 Fund R6 Mutual fund in their Schedule of Assets, totaling $15.2M 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 | BOLLINGER SHIPYARDS, LLC BOLLINGER SHIPYARDS 401(K) SAVINGS PLAN | LOCKPORT LA | 2,082 | $109.1M | $9.1M |
| 2 | OTTERBEIN UNIVERSITY OTTERBEIN UNIVERSITY TAX DEFERRED ANNUITY AND DEFINED CONTRIBUTION RETIREMENT PLAN | WESTERVILLE OH | 758 | $136.3M | $4.3M |
| 3 | H.R. OPTIONS, INC. |
CONCORD CA |
| 369 |
| $8.2M |
| $916K |
| 4 | CAPITOL-HUSTING COMPANY INC. CAPITOL-HUSTING COMPANY INC. SAVINGS AND RETIREMENT PLAN AND TRUST | MILWAUKEE WI | 179 | $22.5M | $681K |
| 5 | CREDITSAFE USA INC. CREDITSAFE USA INC. 401(K) PLAN | ALLENTOWN PA | 101 | $1.7M | $193K |
