Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Nuveen Lifecycle Index 2050 Fund Class R6 Mutual fund in their Schedule of Assets, totaling $3.8M 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 | IDEAL OPTION PLLC IDEAL OPTION PLLC 401(K) PLAN | PASCO WA | 707 | $10.7M | $981K |
| 2 | CORE, LLC CORE, LLC 401(K) SAFE HARBOR PLAN | BATON ROUGE LA | 427 | $9.4M | $748K |
| 3 | GENOVA BURNS LLC GENOVA BURNS LLC 401(K)/PROFIT SHARING PLAN |
| 104 |
| $15.8M |
| $666K |
| 4 | UNWIN COMPANY UNWIN COMPANY 401(K) PLAN AND TRUST | HILLIARD OH | 165 | $30.0M | $532K |
| 5 | IMPACT MHC MANAGEMENT, LLC IMPACT MHC MANAGEMENT, LLC 401(K) PLAN | CEDAREDGE CO | 229 | $4.3M | $284K |
| 6 | JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN | NORTHVILLE MI | 155 | $16.6M | $199K |
| 7 | OHIO DISTRICT 5 AREA AGENCY ON AGING OHIO DISTRICT 5 AREA AGENCY ON AGING 403B RETIREMENT PLAN | ONTARIO OH | 111 | $2.8M | $164K |
| 8 | NISSEN CHEMITEC AMERICA NISSEN CHEMITEC AMERICA EMPLOYEES' 401(K) PLAN | LONDON OH | 337 | $3.6M | $95K |
| 9 | THE MARY WADE HOME, INC. THE MARY WADE HOME, INC. 403(B) SAVINGS PLAN | NEW HAVEN CT | 293 | $4.8M | $48K |
| 10 | STRUCTURAL STEEL SERVICES, INC. STRUCTURAL STEEL SERVICES, INC.401(K) RETIREMENT PLAN | MERIDIAN MS | 150 | $20.7M | $47K |
