Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Lifecycle Index 2065 fund R6 Class in their Schedule of Assets, totaling $779K 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 | COMPLETE TURBINE SERVICES, LLC COMPLETE TURBINE SERVICES LLC 401(K) PLAN | FORT LAUDERDALE FL | 256 | $11.1M | $227K |
| 2 | SARAH LAWRENCE COLLEGE SARAH LAWRENCE COLLEGE 403(B) RETIREMENT PLAN | BRONXVILLE NY | 590 | $192.0M | $173K |
| 3 | PIONEER BANK PIONEER BANK 401(K) PLAN |
ROSWELL NM |
| 156 |
| $6.8M |
| $142K |
| 4 | LAMB WESTON/RDO FROZEN LAMB WESTON/RDO FROZEN 401(K) PLAN | PARK RAPIDS MN | 292 | $5.6M | $49K |
| 5 | LAKESHORE COMMUNITY HEALTH CARE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF LAKESHORE COMMUNITY HEALTHCARE, INC. | SHEBOYGAN WI | 159 | $7.7M | $48K |
| 6 | FEATHER RIVER TRIBAL HEALTH IN FEATHER RIVER TRIBAL HEALTH IN 401(K) PROFIT SHARING PLAN & TRUST | OROVILLE CA | 214 | $5.3M | $48K |
| 7 | CLEAR GLOBAL SOLUTIONS LLC CLEAR GLOBAL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | SCANDINAVIA WI | 140 | $1.5M | $35K |
| 8 | ACADEMY OF NOTRE DAME DE NAMUR ACADEMY OF NOTRE DAME DE NAMUR DEFINED CONTRIBUTION RETIREMENT PLAN | VILLANOVA PA | 155 | $16.2M | $31K |
| 9 | WELLNESS COACHES USA LLC WELLNESS COACHES USA LLC 401(K) PROFIT SHARING PLAN & TRUST | BLUE BELL PA | 170 | $10.8M | $21K |
| 10 | PUMPMAN HOLDINGS LLC PUMPMAN HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | SADDLE BROOK NJ | 0 | $0 | $5K |
