Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Lifecycle Index 2065 R6 Registered investment company in their Schedule of Assets, totaling $2.2M 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 | COCHRAN, INC. COCHRAN INC. 401(K) PLAN | SEATTLE WA | 232 | $39.7M | $1.8M |
| 2 | CLASSIC COLLISION, LLC CLASSIC COLLISION, LLC 401(K) PLAN | ATLANTA GA | 3,869 | $29.7M | $140K |
| 3 | SILVER FALLS MSO, LLC FRONTIER DERMATOLOGY 401(K) PROFIT SHARING PLAN |
SALEM OR |
| 560 |
| $28.6M |
| $83K |
| 4 | GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES GOODWILL INDUSTRIES OF LANE & SOUTH COAST COUNTIES 403B PLAN | EUGENE OR | 528 | $6.4M | $74K |
| 5 | MG24 INVESTMENTS, LLC DBA GOSCH FORD OF TEMECULA MG24 INVESTMENTS, LLC 401(K) PLAN | TEMECULA CA | 17 | $13.2M | $60K |
| 6 | AC PRO INC. DBA AC PRO AC PRO 401(K) RETIREMENT PLAN | FONTANA CA | 519 | $23.3M | $20K |
| 7 | COMPACT INFORMATION SYSTEMS, LLC COMPACT INFORMATION SYSTEMS, LLC 401(K) PLAN | FT MYERS FL | 99 | $10.5M | $12K |
| 8 | AUCTION EDGE AUCTION EDGE INC 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 123 | $10.5M | $5K |
| 9 | BYD U.S. HOLDING, INC. BYD NORTH AMERICA GROUP 401(K) PLAN | PASADENA CA | 151 | $3.7M | $4K |
