Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Lifecycle Index 2045 Pooled Separate Account in their Schedule of Assets, totaling $4.5M 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 | INTRA EDGE, INC. INTRA EDGE, INC. 401(K) PLAN | CHANDLER AZ | 474 | $11.7M | $1.8M |
| 2 | THERAPY MANAGEMENT SERVICES, LLC KIDSCARE HOME HEALTH THERAPY MANAGEMENT SERVICES 401(K) PLAN | DALLAS TX | 532 | $15.3M | $1.4M |
| 3 | ELEMET GROUP, INC THE ELEMET GROUP 401(K) PLAN |
PRINCETON MN |
| 102 |
| $7.2M |
| $979K |
| 4 | G & G ORGANIZATION LTD. PFS GROUP 401K PLAN | HOUSTON TX | 352 | $7.2M | $236K |
| 5 | CAL FARLEY'S CAL FARLEY'S 401(K) PLAN | AMARILLO TX | 273 | $27.0M | $117K |
