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 Mutual fund in their Schedule of Assets, totaling $1.0M 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 | PATTERSON & SHERIDAN, LLP PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN | HOUSTON TX | 137 | $53.7M | $375K |
| 2 | V.T. CONSTRUCTION, INC. V.T. CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 131 | $3.9M | $160K |
| 3 | OMAHA NATIONAL GROUP, INC. |
OMAHA NE |
| 206 |
| $11.3M |
| $137K |
| 4 | EMPLOYER SOLUTIONS GROUP, LLC EMPLOYER SOLUTIONS GROUP RETIREMENT SAVINGS PLAN | EDINA MN | 4,034 | $3.1M | $126K |
| 5 | LAS VEGAS METRO CHAMBER OF COMMERCE THE ASSOCIATION 401(K) PLAN | LAS VEGAS NV | 907 | $16.0M | $123K |
| 6 | CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 126 | $29.6M | $59K |
| 7 | BEE SWEET CITRUS, INC. BEE SWEET CITRUS, INC. 401(K) PROFIT SHARING PLAN | FOWLER CA | 364 | $7.4M | $32K |
| 8 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $26K |
