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 Instl in their Schedule of Assets, totaling $2.0M 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 | GULF COAST REGIONAL BLOOD CENTER GULF COAST REGIONAL BLOOD CENTER 403(B) TAX DEFERRED ANNUITY PLAN | HOUSTON TX | 779 | $77.4M | $843K |
| 2 | BRAZOS VALLEY COMMUNITY ACTION AGENCY, INC. BVCAA, INC. RETIREMENT PLAN | COLLEGE STATION TX | 286 | $13.4M | $835K |
| 3 | SST GROUP, LLC |
BELLEVUE WA |
| 183 |
| $3.1M |
| $271K |
| 4 | FAIRBANKS NATIVE ASSOCIATION, INC. FAIRBANKS NATIVE ASSOCIATION PROFIT SHARING PLAN | FAIRBANKS AK | 159 | $10.0M | $59K |
