Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Nuveen Lifecycle index 2065 R6 Mutual fund in their Schedule of Assets, totaling $3.9M 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 | CAMBRIDGE MOBILE TELEMATICS, INC. CAMBRIDGE MOBILE TELEMATICS 401(K) PLAN | CAMBRIDGE MA | 325 | $44.4M | $572K |
| 2 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. 401(K) PLAN | SUWANEE GA | 1,745 | $43.4M | $447K |
| 3 | EPIRUS, INC. EPIRUS, INC. 401(K) PLAN | TORRANCE CA | 153 | $13.5M | $372K |
| 4 | ONLOGIC, INC. ONLOGIC RETIREMENT PLAN | SOUTH BURLINGTON VT | 188 | $13.3M | $276K |
| 5 | TECHNICA LLC TECHNICA LLC 401(K) PLAN | CHARLESTON SC | 952 | $16.6M | $233K |
| 6 | SYSTEM SERVICES BROADBAND, INC. SYSTEM SERVICES PROFIT SHARING 401K PLAN | SCOTT LA | 150 | $6.4M | $210K |
| 7 | INTEST CORPORATION INTEST CORPORATION INCENTIVE SAVINGS PLAN | MT. LAUREL NJ | 210 | $42.7M | $188K |
| 8 | MBS ASSET MANAGEMENT LLC MBS ASSET MANAGEMENT, LLC 401(K) PLAN | MANHATTAN BEACH CA | 658 | $56.7M | $157K |
| 9 | GLENMARK PHARMACEUTICALS, INC. GLENMARK PHARMACEUTICALS, INC. 401(K) PLAN | ELMWOOD PARK NJ | 226 | $26.9M | $156K |
| 10 | FIRST HELP FINANCIAL, LLC FIRST HELP FINANCIAL AND TREACY & COMPANY RETIREMENT PLAN | NEEDHAM MA | 379 | $12.4M | $111K |
