Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Lifecycle Index 2050 Instl in their Schedule of Assets, totaling $7.8M 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 | GULF COAST REGIONAL BLOOD CENTER GULF COAST REGIONAL BLOOD CENTER 403(B) TAX DEFERRED ANNUITY PLAN | HOUSTON TX | 779 | $77.4M | $5.7M |
| 2 | INTERCARE HOLDINGS, INC. INTERCARE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | ROCKLIN CA | 460 | $23.5M | $1.2M |
| 3 | BRAZOS VALLEY COMMUNITY ACTION AGENCY, INC. |
COLLEGE STATION TX |
| 286 |
| $13.4M |
| $594K |
| 4 | SST GROUP, LLC SST GROUP, LLC 401(K) PLAN | BELLEVUE WA | 183 | $3.1M | $273K |
| 5 | FAIRBANKS NATIVE ASSOCIATION, INC. FAIRBANKS NATIVE ASSOCIATION PROFIT SHARING PLAN | FAIRBANKS AK | 159 | $10.0M | $92K |
