Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Nuveen Lifecycle Index Retirement Inc R6 Mutual Fund - in their Schedule of Assets, totaling $2.5M 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 | ERNEST PACKAGING ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN | COMMERCE CA | 539 | $45.0M | $482K |
| 2 | B & B MANUFACTURING CO., INC. B & B MANUFACTURING CO., INC. 401(K) PLAN | VALENCIA CA | 209 | $16.2M | $449K |
| 3 | THE PAPER TIGERS, INC. THE PAPER TIGERS, INC. PROFIT SHARING PLAN |
SCHAUMBURG IL |
| 61 |
| $5.6M |
| $356K |
| 4 | KELLOGG SUPPLY, INC. KELLOGG SUPPLY, INC. 401(K) PLAN | CARSON CA | 199 | $24.7M | $301K |
| 5 | GOODNIGHT MIDSTREAM, LLC GOODNIGHT MIDSTREAM 401(K) PLAN | DALLAS TX | 127 | $11.2M | $298K |
| 6 | OPARC OPARC 403(B) RETIREMENT PLAN | MONTCLAIR CA | 249 | $3.1M | $171K |
| 7 | PRIDES CORNER FARMS, INC. PRIDES CORNER FARMS, INC. EMPLOYEES PROFIT SHARING PLAN | LEBANON CT | 603 | $9.0M | $152K |
| 8 | FIRST HELP FINANCIAL, LLC FIRST HELP FINANCIAL AND TREACY & COMPANY RETIREMENT PLAN | NEEDHAM MA | 379 | $12.4M | $132K |
| 9 | CHARLES RIVER COMMUNITY HEALTH, INC. CHARLES RIVER COMMUNITY HEALTH, INC. 403(B) PLAN | BRIGHTON MA | 220 | $8.6M | $103K |
| 10 | SYCAMORE BROKERAGE LLC DBA LIV SOTHEBY'S INTERNATIONAL REALTY MAJESTIC REALTY COLLECTIVE 401(K) PLAN | DENVER CO | 227 | $12.8M | $46K |
