Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen Lifecycle Index Retirement Income Fund Mutual fund in their Schedule of Assets, totaling $5.4M 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 | ITINERIS NA, INC. ITINERIS NA, INC. 401(K) P/S PLAN | ATLANTA GA | 122 | $10.9M | $3.8M |
| 2 | CALIFORNIA INSTITUTE OF INTEGR CALIFORNIA INSTITUTE OF INTEGR 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 303 | $16.7M | $904K |
| 3 | GUTHY - RENKER VENTURES, LLC GUTHY-RENKER VENTURES, LLC 401(K) PLAN |
EL SEGUNDO CA |
| 328 |
| $52.9M |
| $310K |
| 4 | SCARC, INC SCARC, INC. RETIREMENT PLAN | AUGUSTA NJ | 167 | $9.7M | $186K |
| 5 | OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN | OMAHA NE | 206 | $11.3M | $110K |
| 6 | LAS VEGAS METRO CHAMBER OF COMMERCE THE ASSOCIATION 401(K) PLAN | LAS VEGAS NV | 907 | $16.0M | $53K |
| 7 | VANCE, LLC VANCE, LLC 401(K) PLAN | TUSCON AZ | 172 | $658K | $3K |
| 8 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $2K |
