Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifestyle Income R6 in their Schedule of Assets, totaling $660K 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 | WHIRLWIND STEEL BUILDINGS, INC. WHIRLWIND STEEL BUILDINGS, INC. 401(K) PLAN | HOUSTON TX | 680 | $21.4M | $296K |
| 2 | SOURCEBOOKS, LLC SOURCEBOOKS, LLC 401(K) PLAN | NAPERVILLE IL | 287 | $20.1M | $236K |
| 3 | GLEIBERMAN PROPERTIES INC. MG PROPERTIES RETIREMENT PLAN |
SAN DIEGO CA |
| 633 |
| $22.0M |
| $129K |
