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 R6 Class in their Schedule of Assets, totaling $576K 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 | COMPLETE TURBINE SERVICES, LLC COMPLETE TURBINE SERVICES LLC 401(K) PLAN | FORT LAUDERDALE FL | 256 | $11.1M | $227K |
| 2 | PIONEER BANK PIONEER BANK 401(K) PLAN | ROSWELL NM | 156 | $6.8M | $142K |
| 3 | LAMB WESTON/RDO FROZEN LAMB WESTON/RDO FROZEN 401(K) PLAN |
PARK RAPIDS MN |
| 292 |
| $5.6M |
| $49K |
| 4 | LAKESHORE COMMUNITY HEALTH CARE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF LAKESHORE COMMUNITY HEALTHCARE, INC. | SHEBOYGAN WI | 159 | $7.7M | $48K |
| 5 | FEATHER RIVER TRIBAL HEALTH IN FEATHER RIVER TRIBAL HEALTH IN 401(K) PROFIT SHARING PLAN & TRUST | OROVILLE CA | 214 | $5.3M | $48K |
| 6 | CLEAR GLOBAL SOLUTIONS LLC CLEAR GLOBAL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | SCANDINAVIA WI | 140 | $1.5M | $35K |
| 7 | WELLNESS COACHES USA LLC WELLNESS COACHES USA LLC 401(K) PROFIT SHARING PLAN & TRUST | BLUE BELL PA | 170 | $10.8M | $21K |
| 8 | PUMPMAN HOLDINGS LLC PUMPMAN HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | SADDLE BROOK NJ | 0 | $0 | $5K |
