Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifecycle Index 2060 Instl. Mutual fund N/A 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MEDICAL REVIEW INSTITUTE OF AMERICA MEDICAL REVIEW INSTITUTE OF AMERICA 401(K) PLAN | SALT LAKE CITY UT | 513 | $24.8M | $969K |
| 2 | AMBITIONS, INC AMBITIONS 401 K PLAN | LAS VEGAS NV | 1,110 | $25.0M | $719K |
| 3 | KTI INC. KTI INC. 401(K) PROFIT SHARING PLAN AND TRUST |
RIALTO CA |
| 772 |
| $28.8M |
| $623K |
| 4 | PIONEER MEMORIAL HOSPITAL & HEALTH SERVICES PIONEER MEMORIAL RETIREMENT PLAN | VIBORG SD | 151 | $3.9M | $175K |
