Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Lifecycle Index 2065 Mutual fund in their Schedule of Assets, totaling $2.1M 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 | TACHI YOKUT TRIBE TACHI YOKUT TRIBE ENTERPRISE 401K PLAN | LEMOORE CA | 1,070 | $51.1M | $1.5M |
| 2 | VALLEY JOIST, LLC VALLEY JOIST, LLC 401(K) SAVINGS PLAN | FORT PAYNE AL | 230 | $5.5M | $519K |
| 3 | NORTHERN MAINE MEDICAL CENTER TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF NORTHERN MAINE MEDICAL CENTER TO INCLUDE FOREST HILL AND VALLEY MEDICAL ASSOCIATION |
FORT KENT ME |
| 417 |
| $37.2M |
| $87K |
| 4 | GENERAL PLUMBING SUPPLY, INC. GENERAL PLUMBING SUPPLY, INC. RETIREMENT AND 401(K) PLAN | PISCATAWAY NJ | 444 | $37.5M | $24K |
| 5 | THE JEWISH MUSEUM THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 220 | $20.2M | $24K |
| 6 | NORTH SHORE SUPPLY COMPANY INC. NORTH SHORE SUPPLY COMPANY EMPLOYEES 401K PROFIT SHARING PLAN & TRUST | HOUSTON TX | 407 | $17.1M | $9K |
| 7 | CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES EMPLOYEES RETIREMENT PLAN | CHADRON NE | 195 | $5.1M | $5K |