Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Nuveen Lifecycle index 2050 R6 Mutual fund in their Schedule of Assets, totaling $45.2M 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 | CAMBRIDGE MOBILE TELEMATICS, INC. CAMBRIDGE MOBILE TELEMATICS 401(K) PLAN | CAMBRIDGE MA | 325 | $44.4M | $5.1M |
| 2 | HEAT AND CONTROL, INC. HEAT AND CONTROL, INC. PROFIT-SHARING AND 401(K) SAVINGS PLAN | HAYWARD CA | 772 | $106.3M | $4.0M |
| 3 | SV-DVF HOLDINGS, LLC |
PHILADELPHIA PA |
| 267 |
| $47.0M |
| $3.8M |
| 4 | ERNEST PACKAGING ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN | COMMERCE CA | 539 | $45.0M | $2.7M |
| 5 | KEDRION BIOPHARMA, INC. KEDRION BIOPHARMA, INC. 401(K) PLAN | FORT LEE NJ | 2,380 | $61.3M | $2.3M |
| 6 | CNM, LLP CNM 401(K) PLAN | WOODLAND HILLS CA | 173 | $23.0M | $1.9M |
| 7 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. 401(K) PLAN | SUWANEE GA | 1,745 | $43.4M | $1.7M |
| 8 | MESA NATURAL GAS SOLUTIONS LLC MESA NATURAL GAS SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | LOVELAND CO | 782 | $15.9M | $1.7M |
| 9 | UTILITRA LLC FMS 401(K) PROFIT SHARING PLAN AND TRUST | EDWARDSVILLE IL | 350 | $35.5M | $1.5M |
| 10 | FIRST HELP FINANCIAL, LLC FIRST HELP FINANCIAL AND TREACY & COMPANY RETIREMENT PLAN | NEEDHAM MA | 379 | $12.4M | $1.4M |
