Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Nuveen Lifecycle Index Retirement Inc R6 in their Schedule of Assets, totaling $14.2M 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 | ARIA HEALTH JEFFERSON HEALTH NORTHEAST 403(B) PLAN | PHILADELPHIA PA | 4,564 | $428.4M | $6.1M |
| 2 | THOMAS JEFFERSON UNIVERSITY JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 18,283 | $2.8B | $2.8M |
| 3 | ZERO ZONE, INC. ZERO ZONE, INC. 401(K) SAVINGS PLAN |
NORTH PRAIRIE WI |
| 547 |
| $59.4M |
| $2.1M |
| 4 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN | PHILADELPHIA PA | 5,208 | $400.3M | $1.4M |
| 5 | SHARED IMAGING, LLC SHARED IMAGING, LLC 401(K) SAVINGS PLAN & TRUST | DOWNERS GROVE IL | 309 | $18.5M | $572K |
| 6 | GATESAIR, INC. GATESAIR 401(K) PLAN | MASON OH | 155 | $31.7M | $496K |
| 7 | TGNR HOLDCO LLC TG NATURAL RESOURCES RETIREMENT PLAN | HOUSTON TX | 259 | $24.3M | $311K |
| 8 | BUNTING BEARINGS, LLC BUNTING BEARINGS LLC RETIREMENT SAVINGS 401(K) PLAN | HOLLAND OH | 110 | $4.8M | $128K |
| 9 | W3, LLC W3, LLC 401(K) PLAN | ALPHARETTA GA | 719 | $16.9M | $116K |
| 10 | CARING LLC CARING 401(K) PLAN | CHARLOTTE NC | 127 | $9.3M | $63K |
