Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Nuveen Lifecycle index 2055 R6 Mutual fund in their Schedule of Assets, totaling $40.6M 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 | $3.7M |
| 2 | CNM, LLP CNM 401(K) PLAN | WOODLAND HILLS CA | 173 | $23.0M | $2.9M |
| 3 | ONLOGIC, INC. ONLOGIC RETIREMENT PLAN | SOUTH BURLINGTON |
| 188 |
| $13.3M |
| $2.8M |
| 4 | KEDRION BIOPHARMA, INC. KEDRION BIOPHARMA, INC. 401(K) PLAN | FORT LEE NJ | 2,380 | $61.3M | $2.2M |
| 5 | GLENMARK PHARMACEUTICALS, INC. GLENMARK PHARMACEUTICALS, INC. 401(K) PLAN | ELMWOOD PARK NJ | 226 | $26.9M | $2.2M |
| 6 | MEDICAL SERVICES OF AMERICA, INC. MEDICAL SERVICES OF AMERICA, INC. 401(K) RETIREMENT PLAN | LEXINGTON SC | 1,349 | $47.3M | $1.8M |
| 7 | SV-DVF HOLDINGS, LLC DIVERSIFIED SEARCH GROUP RETIREMENT PLAN | PHILADELPHIA PA | 267 | $47.0M | $1.6M |
| 8 | HEAT AND CONTROL, INC. HEAT AND CONTROL, INC. PROFIT-SHARING AND 401(K) SAVINGS PLAN | HAYWARD CA | 772 | $106.3M | $1.6M |
| 9 | FIRST HELP FINANCIAL, LLC FIRST HELP FINANCIAL AND TREACY & COMPANY RETIREMENT PLAN | NEEDHAM MA | 379 | $12.4M | $1.5M |
| 10 | OBSIDIAN GLOBAL, LLC OBSIDIAN GLOBAL LLC 401(K) PLAN | WASHINGTON DC | 258 | $11.4M | $1.5M |
