Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle Index Ret Inc Inst in their Schedule of Assets, totaling $1.2M 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 | GULF COAST REGIONAL BLOOD CENTER GULF COAST REGIONAL BLOOD CENTER 403(B) TAX DEFERRED ANNUITY PLAN | HOUSTON TX | 779 | $77.4M | $582K |
| 2 | INDIANA OXYGEN COMPANY INDIANA OXYGEN 401(K) PLAN | INDIANAPOLIS IN | 186 | $8.7M | $349K |
| 3 | INTERCARE HOLDINGS, INC. INTERCARE HOLDINGS, INC. RETIREMENT SAVINGS PLAN |
ROCKLIN CA |
| 460 |
| $23.5M |
| $291K |
