Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Nuveen Lifecycle Index 2035 Fund " in their Schedule of Assets, totaling $40.1M 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 | ORTHOALLIANCE MSO, LLC ORTHOALLIANCE 401(K) PLAN | MINNETONKA MN | 2,440 | $233.4M | $22.0M |
| 2 | LOUISVILLE PAVING COMPANY, INC. LPX, INC. & SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 582 | $35.4M | $3.6M |
| 3 | GENOVA DIAGNOSTICS, INC GENOVA DIAGNOSTICS 401(K) PROFIT SHARING PLAN |
ASHEVILLE NC |
| 250 |
| $21.7M |
| $3.2M |
| 4 | QUECHAN INDIAN TRIBE QUECHAN INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN | WINTERHAVEN CA | 930 | $16.4M | $2.4M |
| 5 | BEACON THERAPEUTICS (USA), INC. BEACON THERAPEUTICS (USA), INC. 401(K) PLAN | ALACHULA FL | 56 | $6.7M | $1.3M |
| 6 | CHILDRENS DEFENSE FUND CHILDRENS DEFENSE FUND RETIREMENT PLAN | WASHINGTON DC | 89 | $20.7M | $1.2M |
| 7 | CORERX, INC. CORERX, INC. 401(K) PLAN | CLEARWATER FL | 178 | $47.3M | $1.2M |
| 8 | PATHWAY, INC. PATHWAY, INC. 401(K) PLAN | ENTERPRISE AL | 293 | $3.1M | $1.1M |
| 9 | HORNER ELECTRIC INC. HORNER ELECTRIC INC. EMPLOYEES RETIREMENT PLAN | INDIANAPOLIS IN | 296 | $28.6M | $827K |
| 10 | SEAGATE DEVELOPMENT GROUP LLC SEAGATE DEVELOPMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | FORT MYERS FL | 194 | $5.4M | $646K |
