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 R6 Class " in their Schedule of Assets, totaling $2.5M 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 | LAKESHORE COMMUNITY HEALTH CARE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF LAKESHORE COMMUNITY HEALTHCARE, INC. | SHEBOYGAN WI | 159 | $7.7M | $700K |
| 2 | SARAH LAWRENCE COLLEGE SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN | BRONXVILLE NY | 590 | $192.0M | $659K |
| 3 | PIONEER BANK |
ROSWELL NM |
| 156 |
| $6.8M |
| $245K |
| 4 | CLEAR GLOBAL SOLUTIONS LLC CLEAR GLOBAL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | SCANDINAVIA WI | 140 | $1.5M | $158K |
| 5 | LAMB WESTON/RDO FROZEN LAMB WESTON/RDO FROZEN 401(K) PLAN | PARK RAPIDS MN | 292 | $5.6M | $154K |
| 6 | ACADEMY OF NOTRE DAME DE NAMUR ACADEMY OF NOTRE DAME DE NAMUR DEFINED CONTRIBUTION RETIREMENT PLAN | VILLANOVA PA | 155 | $16.2M | $147K |
| 7 | PUMPMAN HOLDINGS LLC PUMPMAN HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | SADDLE BROOK NJ | 0 | $0 | $142K |
| 8 | PRECISION PERSONNEL INC PRECISION PERSONNEL INC 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 160 | $12.2M | $118K |
| 9 | FEATHER RIVER TRIBAL HEALTH IN FEATHER RIVER TRIBAL HEALTH IN 401(K) PROFIT SHARING PLAN & TRUST | OROVILLE CA | 214 | $5.3M | $111K |
| 10 | COMPLETE TURBINE SERVICES, LLC COMPLETE TURBINE SERVICES LLC 401(K) PLAN | FORT LAUDERDALE FL | 256 | $11.1M | $78K |
