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 Inst in their Schedule of Assets, totaling $23K 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 | COMMUNITY BASED CARE, LLC COMMUNITY BASED CARE 401(K) PLAN | MORRISVILLE NC | 6,367 | $2.7M | $16K |
| 2 | CANTEX CONTINUING CARE NETWORK, LLC CANTEX CONTINUING CARE NETWORK EMPLOYEES SAVINGS TRUST | CARROLLTON TX | 3,883 | $24.0M | $6K |
| 3 | INDIANA OXYGEN COMPANY INDIANA OXYGEN 401(K) PLAN |
INDIANAPOLIS IN |
| 186 |
| $8.7M |
| $1K |