Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen Lifecycle Index Retirement Income Fund Class R6 in their Schedule of Assets, totaling $648K 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 | NONPROFIT ASSOCIATION OF THE MIDLAN DS NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN | OMAHA NE | 3,544 | $54.8M | $373K |
| 2 | ACCOUNTABLE HEALTHCARE STAFFING, ACCOUNTABLE HEALTHCARE STAFFING, INC. PROFIT SHARING PLAN | NORTH RICHLAND HILLS TX | 559 | $12.4M | $129K |
| 3 | FALCONS MANAGEMENT LLC |
ATLANTA GA |
| 445 |
| $3.3M |
| $70K |
| 4 | ALLEGANY REHABILITATION ASSOCIATES, INC. ALLEGANY REHABILITATION ASSOCIATES, INC. 401(K) RETIREMENT PLAN | WELLSVILLE NY | 73 | $3.8M | $58K |
| 5 | SCOTT IMPORTS, INC. MARTIN DEALERSHIPS, INC. 401(K) SAVINGS PLAN | ARDMORE PA | 300 | $14.9M | $15K |
| 6 | HPM, INC. HPM CONTRACTING, INC. 401(K) PLAN | ENGLEWOOD CO | 107 | $6.7M | $4K |
