Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding Nuveen Lifecycle index 2060 R6 Mutual fund in their Schedule of Assets, totaling $30.6M 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 | CAMBRIDGE MOBILE TELEMATICS, INC. CAMBRIDGE MOBILE TELEMATICS 401(K) PLAN | CAMBRIDGE MA | 325 | $44.4M | $4.1M |
| 2 | ERNEST PACKAGING ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN | COMMERCE CA | 539 | $45.0M | $2.7M |
| 3 | EPIRUS, INC. EPIRUS, INC. 401(K) PLAN |
TORRANCE CA |
| 153 |
| $13.5M |
| $1.6M |
| 4 | MESA NATURAL GAS SOLUTIONS LLC MESA NATURAL GAS SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST | LOVELAND CO | 782 | $15.9M | $1.6M |
| 5 | SECOND HARVEST OF SILICON VALLEY SECOND HARVEST OF SILICON VALLEY 403(B) PLAN | SAN JOSE CA | 274 | $37.2M | $1.4M |
| 6 | TECHNICA LLC TECHNICA LLC 401(K) PLAN | CHARLESTON SC | 952 | $16.6M | $1.2M |
| 7 | HEAT AND CONTROL, INC. HEAT AND CONTROL, INC. PROFIT-SHARING AND 401(K) SAVINGS PLAN | HAYWARD CA | 772 | $106.3M | $1.1M |
| 8 | JAC PRODUCTS, INC. JAC PRODUCTS, INC. 401(K) RETIREMENT SAVINGS PLAN | SALINE MI | 1,048 | $53.5M | $1.1M |
| 9 | FIRST HELP FINANCIAL, LLC FIRST HELP FINANCIAL AND TREACY & COMPANY RETIREMENT PLAN | NEEDHAM MA | 379 | $12.4M | $1.1M |
| 10 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. 401(K) PLAN | SUWANEE GA | 1,745 | $43.4M | $1.0M |
