Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Nuveen Lifecycle Index 2060 Fund " in their Schedule of Assets, totaling $10.9M 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 | ORTHOALLIANCE MSO, LLC ORTHOALLIANCE 401(K) PLAN | MINNETONKA MN | 2,440 | $233.4M | $3.4M |
| 2 | LOUISVILLE PAVING COMPANY, INC. LPX, INC. & SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 582 | $35.4M | $1.9M |
| 3 | UNIVERSAL INSTRUMENTS CORPORATION CBA RETIREMENT SAVINGS PLAN |
CONKLIN NY |
| 301 |
| $116.3M |
| $1.1M |
| 4 | QUECHAN INDIAN TRIBE QUECHAN INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN | WINTERHAVEN CA | 930 | $16.4M | $616K |
| 5 | OMEGA CONSTRUCTION, INC. OMEGA CONSTRUCTION, INC. 401(K) PLAN | WINSTON-SALEM NC | 135 | $7.9M | $550K |
| 6 | PRAIRIE RIDGE INTEGRATED BEHAVIORAL HEALTHCARE PRAIRIE RIDGE INTEGRATED BEHAVIORAL HEALTHCARE 401(K) PROFIT SHARING PLAN | MASON CITY IA | 118 | $6.9M | $380K |
| 7 | SOUTHWEST BOSTON SENIOR SVCS INC. D/B/A ETHOS ETHOS RETIREMENT PLAN | JAMAICA PLAIN MA | 188 | $9.0M | $356K |
| 8 | IXSYSTEMS, INC. IXSYSTEMS INC.401(K) PROFIT SHARING PLAN & TRUST | SAN JOSE CA | 169 | $9.0M | $320K |
| 9 | CENTRAL FALLS DETENTION FACILITY CFDFC 401(K) PLAN | CENTRAL FALLS RI | 240 | $8.5M | $313K |
| 10 | ALDEA INC. ALDEA INC. 403B PLAN | NAPA CA | 121 | $7.9M | $286K |
