Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifecycle Index 2065 Instl in their Schedule of Assets, totaling $967K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SST GROUP, LLC SST GROUP, LLC 401(K) PLAN | BELLEVUE WA | 183 | $3.1M | $564K |
| 2 | GULF COAST REGIONAL BLOOD CENTER GULF COAST REGIONAL BLOOD CENTER 403(B) TAX DEFERRED ANNUITY PLAN | HOUSTON TX | 779 | $77.4M | $323K |
| 3 | INTERCARE HOLDINGS, INC. INTERCARE HOLDINGS, INC. RETIREMENT SAVINGS PLAN |
ROCKLIN CA |
| 460 |
| $23.5M |
| $72K |
| 4 | FAIRBANKS NATIVE ASSOCIATION, INC. FAIRBANKS NATIVE ASSOCIATION PROFIT SHARING PLAN | FAIRBANKS AK | 159 | $10.0M | $7K |
