Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Nuveen Lifecycle Index Retirement Income Fund " in their Schedule of Assets, totaling $5.5M 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 | HORNER ELECTRIC INC. HORNER ELECTRIC INC. EMPLOYEES RETIREMENT PLAN | INDIANAPOLIS IN | 296 | $28.6M | $1.9M |
| 2 | ORTHOALLIANCE MSO, LLC ORTHOALLIANCE 401(K) PLAN | MINNETONKA MN | 2,440 | $233.4M | $839K |
| 3 | GRAND ISLE SHIPYARD, LLC GIS, LLC COMPENSATION DEFERRAL PLAN |
GALLIANO LA |
| 3,537 |
| $86.3M |
| $695K |
| 4 | UNIVERSAL INSTRUMENTS CORPORATION CBA RETIREMENT SAVINGS PLAN | CONKLIN NY | 301 | $116.3M | $667K |
| 5 | GENOVA DIAGNOSTICS, INC GENOVA DIAGNOSTICS 401(K) PROFIT SHARING PLAN | ASHEVILLE NC | 250 | $21.7M | $617K |
| 6 | MPHASIS CORPORATION MPHASIS CORPORATION 401(K) PLAN | MAITLAND FL | 3,748 | $85.0M | $286K |
| 7 | OMEGA CONSTRUCTION, INC. OMEGA CONSTRUCTION, INC. 401(K) PLAN | WINSTON-SALEM NC | 135 | $7.9M | $139K |
| 8 | F & M BANCSHARES, INC. F & M BANCSHARES, INC. SAVINGS INCENTIVE PLAN | OKLAHOMA CITY OK | 96 | $12.9M | $139K |
| 9 | STERILE COMPOUNDING OF AMERICA SCA PHARMACEUTICALS 401(K) PLAN | LITTLE ROCK AR | 479 | $17.0M | $90K |
| 10 | PLASTIC COMPONENTS, INC. (PCI) PCI 401(K) PLAN | GERMANTOWN WI | 188 | $9.2M | $51K |
