Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Lifecycle Index 2050 Fund R6 Class Mutual fund in their Schedule of Assets, totaling $4.8M 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 | LAKESHORE COMMUNITY HEALTH CARE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF LAKESHORE COMMUNITY HEALTHCARE, INC. | SHEBOYGAN WI | 159 | $7.7M | $1.5M |
| 2 | DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS WILKIE LEXUS 401K PROFIT SHARING PLAN | HAVERFORD PA | 140 | $18.2M | $1.0M |
| 3 | HELIX ENVIRONMENTAL PLANNING |
LA MESA CA |
| 248 |
| $18.9M |
| $939K |
| 4 | HATALOM CORPORATION HATALOM CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | ORLANDO FL | 178 | $3.7M | $494K |
| 5 | PODIUM EDUCATION, INC. PODIUM EDUCATION 401(K) PLAN | AUSTIN TX | 133 | $3.1M | $487K |
| 6 | MORAVIA HEALTH NETWORK LLC MORAVIA HEALTH NETWORK LLC 401(K) PROFIT SHARING PLAN & TRUST | PHILADELPHIA PA | 5,560 | $1.6M | $149K |
| 7 | IONEX RESEARCH CORPORATION IONEX RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | LAFAYETTE CO | 87 | $1.9M | $132K |
| 8 | CS OPERATIONS INC CS OPERATIONS INC 401(K) PROFIT SHARING PLAN & TRUST | NORTH PALM BEACH FL | 140 | $5.1M | $20K |
| 9 | SOURCE 4 SOLUTIONS LLC SOURCE 4 SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | KNOXVILLE TN | 111,388 | $10.2M | $5K |
| 10 | HERITAGE MILLWORKS LLC HERITAGE MILLWORKS LLC 401(K) PROFIT SHARING PLAN & TRUST | CLAY CITY KY | 161 | $970K | $1K |
