Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Lifecycle Index 2060 Fund Mutual fund in their Schedule of Assets, totaling $3.8M 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 | LAS VEGAS METRO CHAMBER OF COMMERCE THE ASSOCIATION 401(K) PLAN | LAS VEGAS NV | 907 | $16.0M | $963K |
| 2 | OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN | OMAHA NE | 206 | $11.3M | $731K |
| 3 | BEE SWEET CITRUS, INC. BEE SWEET CITRUS, INC. 401(K) PROFIT SHARING PLAN |
FOWLER CA |
| 364 |
| $7.4M |
| $424K |
| 4 | CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 126 | $29.6M | $413K |
| 5 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $341K |
| 6 | STANDARD FURNITURE MANUFACTURING COMPANY, LLC STANDARD FURNITURE 401(K) PLAN | BAY MINETTE AL | 598 | $8.8M | $332K |
| 7 | VANCE, LLC VANCE, LLC 401(K) PLAN | TUSCON AZ | 172 | $658K | $245K |
| 8 | BYLADA FOODS, LLC BYLADA FOODS LLC 401(K) PROFIT SHARING PLAN | MOONACHIE NJ | 141 | $5.6M | $121K |
| 9 | EMPLOYER SOLUTIONS GROUP, LLC EMPLOYER SOLUTIONS GROUP RETIREMENT SAVINGS PLAN | EDINA MN | 4,034 | $3.1M | $96K |
| 10 | V.T. CONSTRUCTION, INC. V.T. CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 131 | $3.9M | $89K |
