Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Nuveen Lifecycle Index 2050 R6 Mutual funds in their Schedule of Assets, totaling $79.5M 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 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 85,004 | $695.8M | $27.4M |
| 2 | MATHESON TRI-GAS, INC. MATHESON TRI-GAS, INC. SAVINGS PLAN | WARREN NJ | 4,755 | $454.6M | $19.4M |
| 3 | CJK GROUP, INC. CJK GROUP 401(K) RETIREMENT PLAN |
BRAINERD MN |
| 3,442 |
| $256.9M |
| $7.0M |
| 4 | BOOKS-A-MILLION, INC. BOOKS-A-MILLION, INC. 401(K) PLAN | BIRMINGHAM AL | 3,968 | $40.2M | $6.5M |
| 5 | ORACLE FINANCIAL SERVICES SOFTWARE, INC. ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 295 | $91.4M | $6.3M |
| 6 | ABM INDUSTRIES INCORPORATED ABM 401(K) EMPLOYEE SAVINGS PLAN II | NEW YORK NY | 8,108 | $77.6M | $4.7M |
| 7 | LONE STAR CIRCLE OF CARE LONE STAR CIRCLE OF CARE 403(B) EMPLOYEES' RETIREMENT PLAN | GEORGETOWN TX | 741 | $29.4M | $2.7M |
| 8 | W.S. DARLEY & CO. W. S. DARLEY & CO. EMPLOYEE'S PROFIT SHARING 401(K) PLAN | ITASCA IL | 214 | $44.7M | $2.4M |
| 9 | BAG MAKERS, INC. BAG MAKERS, INC. 401(K)/PROFIT SHARING PLAN | UNION IL | 331 | $16.7M | $1.2M |
| 10 | JD BANK 401K PLAN JD BANK 401K PLAN | JENNINGS LA | 248 | $16.6M | $824K |
