Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Nuveen Lifecycle index 2065 R6 in their Schedule of Assets, totaling $17.7M 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 | THOMAS JEFFERSON UNIVERSITY JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 18,283 | $2.8B | $9.2M |
| 2 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN | PHILADELPHIA PA | 5,208 | $400.3M | $1.3M |
| 3 | PRIMARK US CORP. PRIMARK US 401(K) PLAN |
BOSTON MA |
| 1,681 |
| $22.7M |
| $1.2M |
| 4 | CAMPOS HOLDING COMPANY LLC CAMPOS HOLDING COMPANY LLC RETIREMENT SAVINGS PLAN | DENVER CO | 544 | $36.2M | $713K |
| 5 | RADIX TRADING LLC RADIX TRADING 401(K) PLAN | CHICAGO IL | 138 | $16.8M | $678K |
| 6 | ARIA HEALTH JEFFERSON HEALTH NORTHEAST 403(B) PLAN | PHILADELPHIA PA | 4,564 | $428.4M | $678K |
| 7 | EARLE OPERATING HOLDING COMPANY, INC. THE EARLE OPERATING HOLDING COMPANY, INC. 401(K) PROFIT SHARING PLAN | FARMINGDALE NJ | 568 | $38.8M | $426K |
| 8 | LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 403(B) THRIFT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS | OAKBROOK TERRACE IL | 466 | $12.8M | $340K |
| 9 | COMPUTER DESIGN & INTEGRATION LLC COMPUTER DESIGN & INTEGRATION LLC 401K SAVINGS PLAN | NEW YORK NY | 0 | $0 | $276K |
| 10 | GORMAN & COMPANY, LLC GORMAN 401(K) PLAN | OREGON WI | 602 | $35.8M | $272K |
