Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen Lifecycle Index 2065 Fund Class R6 in their Schedule of Assets, totaling $1.1M 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 | NONPROFIT ASSOCIATION OF THE MIDLAN DS NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN | OMAHA NE | 3,544 | $54.8M | $865K |
| 2 | BERAN CONCRETE, INC. BERAN CONCRETE, INC. PROFIT SHARING 401(K) PLAN & TRUST | WICHITA KS | 225 | $5.3M | $112K |
| 3 | SCOTT IMPORTS, INC. |
ARDMORE PA |
| 300 |
| $14.9M |
| $49K |
| 4 | BUKAS LIGHTING GROUP, INC. BUKAS LIGHTING GROUP, INC. 401(K) PLAN | ST. CHARLES IL | 203 | $9.1M | $32K |
| 5 | D2G GROUP, LLC D2G GROUP, LLC 401(K) PLAN | FALL RIVER MA | 169 | $8.4M | $18K |
| 6 | CARIBBEAN PRODUCE EXCHANGE, LLC CARIBBEAN PRODUCE EXCHANGE PROFIT SHARING PLAN | SAN JUAN PR | 214 | $2.2M | $7K |
| 7 | HPM, INC. HPM CONTRACTING, INC. 401(K) PLAN | ENGLEWOOD CO | 107 | $6.7M | $5K |
| 8 | JAMES RIVER CARRIERS LLC JAMES RIVER CARRIERS 401(K) PLAN | NORTH CHESTERFIELD VA | 122 | $1.4M | $3K |
