Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle Index 2045 Fund Registered investment company in their Schedule of Assets, totaling $4.1M 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 | MUNCK WILSON MANDALA, LLP MUNCK WILSON MANDALA 401(K) PLAN | DALLAS TX | 177 | $36.0M | $3.4M |
| 2 | NATIONAL KIDNEY PARTNERS, LLP NATIONAL KIDNEY PARTNERS 401(K) PLAN | HUDSON FL | 137 | $24.4M | $578K |
| 3 | MENTAL HEALTH FOR CHILDREN, INC. RIVERVIEW CENTER FOR GROWTH 403(B) PLAN |
SPRINGFIELD OR |
| 111 |
| $4.2M |
| $181K |
