Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Lifecycle Index 2045 Fund R6 Class 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 | DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS WILKIE LEXUS 401K PROFIT SHARING PLAN | HAVERFORD PA | 140 | $18.2M | $1.8M |
| 2 | SOURCE 4 SOLUTIONS LLC SOURCE 4 SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | KNOXVILLE TN | 111,388 | $10.2M | $1.3M |
| 3 | PODIUM EDUCATION, INC. |
AUSTIN TX |
| 133 |
| $3.1M |
| $576K |
| 4 | HELIX ENVIRONMENTAL PLANNING HELIX ENVIRONMENTAL PLANNING 401 K PROFIT SHARING PLAN TRUST | LA MESA CA | 248 | $18.9M | $314K |
| 5 | HATALOM CORPORATION HATALOM CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ORLANDO FL | 178 | $3.7M | $220K |
| 6 | IONEX RESEARCH CORPORATION IONEX RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | LAFAYETTE CO | 87 | $1.9M | $135K |
| 7 | ELECTRONIC POWER DESIGN INC ELECTRONIC POWER DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 252 | $6.9M | $124K |
| 8 | MORAVIA HEALTH NETWORK LLC MORAVIA HEALTH NETWORK LLC 401(K) PROFIT SHARING PLAN & TRUST | PHILADELPHIA PA | 5,560 | $1.6M | $108K |
| 9 | CS OPERATIONS INC CS OPERATIONS INC 401(K) PROFIT SHARING PLAN & TRUST | NORTH PALM BEACH FL | 140 | $5.1M | $30K |
| 10 | HERITAGE MILLWORKS LLC HERITAGE MILLWORKS LLC 401(K) PROFIT SHARING PLAN & TRUST | CLAY CITY KY | 161 | $970K | $8K |
