Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Lifecycle Index 2055 Fund Mutual fund in their Schedule of Assets, totaling $3.4M 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 | CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 126 | $29.6M | $1.1M |
| 2 | LAS VEGAS METRO CHAMBER OF COMMERCE THE ASSOCIATION 401(K) PLAN | LAS VEGAS NV | 907 | $16.0M | $1.0M |
| 3 | EMPLOYER SOLUTIONS GROUP, LLC |
EDINA MN |
| 4,034 |
| $3.1M |
| $295K |
| 4 | STANDARD FURNITURE MANUFACTURING COMPANY, LLC STANDARD FURNITURE 401(K) PLAN | BAY MINETTE AL | 598 | $8.8M | $276K |
| 5 | OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN | OMAHA NE | 206 | $11.3M | $256K |
| 6 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $191K |
| 7 | VANCE, LLC VANCE, LLC 401(K) PLAN | TUSCON AZ | 172 | $658K | $128K |
| 8 | V.T. CONSTRUCTION, INC. V.T. CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 131 | $3.9M | $96K |
| 9 | PATTERSON & SHERIDAN, LLP PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN | HOUSTON TX | 137 | $53.7M | $1K |
