Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifecycle Index 2045-Inst Mutual Fund in their Schedule of Assets, totaling $11.1M 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 | SLICKDEALS, LLC SLICKDEALS, LLC 401(K) PROFIT SHARING PLAN | LAS VEGAS NV | 147 | $18.6M | $4.2M |
| 2 | ALLIANT INTERNATIONAL UNIVERSITY ALLIANT INTERNATIONAL UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 400 | $45.5M | $3.6M |
| 3 | BEAVER COUNTRY DAY SCHOOL, INC. BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN |
CHESTNUT HILL MA |
| 140 |
| $51.5M |
| $2.7M |
| 4 | STELLANTIS FINANCIAL SERVICES, INC. STELLANTIS FINANCIAL SERVICES, INC. 401(K) PLAN | HOUSTON TX | 1,192 | $44.6M | $608K |