Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle Index 2065 Fund Registered investment company in their Schedule of Assets, totaling $202K 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 | MUNCK WILSON MANDALA, LLP MUNCK WILSON MANDALA 401(K) PLAN | DALLAS TX | 177 | $36.0M | $164K |
| 2 | MENTAL HEALTH FOR CHILDREN, INC. RIVERVIEW CENTER FOR GROWTH 403(B) PLAN | SPRINGFIELD OR | 111 | $4.2M | $30K |
| 3 | NATIONAL KIDNEY PARTNERS, LLP NATIONAL KIDNEY PARTNERS 401(K) PLAN |
HUDSON FL |
| 137 |
| $24.4M |
| $9K |
