Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Nuveen Lifecycle Index 2035 R6 Mutual funds in their Schedule of Assets, totaling $139.1M 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 | MATHESON TRI-GAS, INC. MATHESON TRI-GAS, INC. SAVINGS PLAN | WARREN NJ | 4,755 | $454.6M | $56.5M |
| 2 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 85,004 | $695.8M | $40.8M |
| 3 | CJK GROUP, INC. CJK GROUP 401(K) RETIREMENT PLAN |
BRAINERD MN |
| 3,442 |
| $256.9M |
| $16.1M |
| 4 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN II | NEW YORK NY | 8,108 | $77.6M | $7.7M |
| 5 | W.S. DARLEY & CO. W. S. DARLEY & CO. EMPLOYEE'S PROFIT SHARING 401(K) PLAN | ITASCA IL | 214 | $44.7M | $5.5M |
| 6 | ORACLE FINANCIAL SERVICES SOFTWARE, INC. ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 295 | $91.4M | $4.0M |
| 7 | JD BANK 401K PLAN JD BANK 401K PLAN | JENNINGS LA | 248 | $16.6M | $2.4M |
| 8 | LONE STAR CIRCLE OF CARE LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES' RETIREMENT PLAN | GEORGETOWN TX | 741 | $29.4M | $2.4M |
| 9 | C. MARTIN COMPANY, INC. C. MARTIN COMPANY, INC. 401(K) PLAN | LAS VEGAS NV | 167 | $5.3M | $1.1M |
| 10 | WHEELER BROTHERS GRAIN COMPANY, LLC SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY, LLC | WATONGA OK | 126 | $17.3M | $883K |
