Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle Index 2060 Fund Mutual funds 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 | INTUITIVE RESEARCH AND TECHNOLOGY CORPORATION INTUITIVE RESEARCH AND TECHNOLOGY CORPORATION RETIREMENT PLAN | HUNTSVILLE AL | 581 | $104.5M | $3.2M |
| 2 | OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC OB/GYN SPECIALISTS OF THE PALM BEACHES II, LLC, 401(K) PROFIT SHARING PLAN AND TRUST | BOCA RATON FL | 220 | $40.3M | $83K |
| 3 |
IOWA FALLS IA |
| 101 |
| $2.0M |
| $22K |
