Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Nuveen Lifecycle Index 2060 Fund Class R6 Mutual fund in their Schedule of Assets, totaling $2.4M 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 | ENGEL BURMAN SENIOR HOUSING AT EAST MEADOW, INC. ENGEL BURMAN SENIOR HOUSING 401(K) PLAN | RONKONKOMA NY | 2,628 | $33.9M | $913K |
| 2 | UNWIN COMPANY UNWIN COMPANY 401(K) PLAN AND TRUST | HILLIARD OH | 165 | $30.0M | $572K |
| 3 | JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN |
NORTHVILLE MI |
| 155 |
| $16.6M |
| $503K |
| 4 | IMPACT MHC MANAGEMENT, LLC IMPACT MHC MANAGEMENT, LLC 401(K) PLAN | CEDAREDGE CO | 229 | $4.3M | $162K |
| 5 | NISSEN CHEMITEC AMERICA NISSEN CHEMITEC AMERICA EMPLOYEES' 401(K) PLAN | LONDON OH | 337 | $3.6M | $84K |
| 6 | OHIO DISTRICT 5 AREA AGENCY ON AGING OHIO DISTRICT 5 AREA AGENCY ON AGING 403B RETIREMENT PLAN | ONTARIO OH | 111 | $2.8M | $54K |
| 7 | BLOOD ASSURANCE, INC. BLOOD ASSURANCE, INC. 401(K) PLAN | CHATTANOOGA TN | 191 | $7.9M | $49K |
| 8 | TEXAN TITLE HOLDINGS, LLC TEXAN TITLE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | GALVESTON TX | 191 | $13.5M | $45K |
| 9 | GENOVA BURNS LLC GENOVA BURNS LLC 401(K)/PROFIT SHARING PLAN | NEWARK NJ | 104 | $15.8M | $19K |
| 10 | THE MARY WADE HOME, INC. THE MARY WADE HOME, INC. 403(B) SAVINGS PLAN | NEW HAVEN CT | 293 | $4.8M | $19K |
