Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Lifecycle Index 2060 Fund R6 Nuveen Lifecycle Index 2060 Fund R6 in their Schedule of Assets, totaling $1.7M 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 | SONTERRA MEDICAL MANAGEMENT GROUP, INC. SONTERRA MEDICAL MANAGEMENT GROUP PROFIT SHARING 401K PLAN | SAN ANTONIO TX | 486 | $59.5M | $1.5M |
| 2 | LOGAN UNIVERSITY LOGAN UNIVERSITY, INC. PROFIT SHARING PLAN | CHESTERFIELD MO | 287 | $10.5M | $206K |
