Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding NUVEEN NUVEEN LIFECYCLE IDX 2020 R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $5.6M 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 | HEAD START OF LANE COUNTY HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN | SPRINGFIELD OR | 260 | $12.9M | $895K |
| 2 | ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC. ASCM 401K PLAN | CHICAGO IL | 98 | $17.3M | $731K |
| 3 | BURRELL INC. BURRELL BEHAVIORAL HEALTH TAX DEFERRED ANNUITY PLAN |
SPRINGFIELD MO |
| 1,970 |
| $47.5M |
| $678K |
| 4 | FAMILY DEVELOPMENT SERVICES INC. FAMILY DEVELOPMENT SERVICES INC. 403B RETIREMENT PLAN | INDIANAPOLIS IN | 233 | $6.6M | $480K |
| 5 | LIFE ENRICHING COMMUNITIES LIFE ENRICHING COMMUNITIES 403B PLAN | LOVELAND OH | 1,914 | $23.5M | $463K |
| 6 | MENTAL HEALTH COOPERATIVE INC. MENTAL HEALTH COOPERATIVE RETIREMENT PLAN | NASHVILLE TN | 855 | $52.8M | $321K |
| 7 | NATIONAL VAN LINES INC. NATIONAL VAN LINES INC. 401K PLAN | BROADVIEW IL | 169 | $16.1M | $258K |
| 8 | CLARITY CHILD GUIDANCE CENTER CLARITY CHILD GUIDANCE CENTER 403B PLAN | SAN ANTONIO TX | 317 | $10.4M | $243K |
| 9 | LYNGBLOMSTEN CARE CENTER INC. LYNGBLOMSTEN CARE CENTER INC. EMPLOYEES PENSION PLAN | SAINT PAUL MN | 363 | $13.2M | $216K |
| 10 | LYNGBLOMSTEN CARE CENTER INC. LYNGBLOMSTEN CARE CENTER INC. TAX DEFERRED ANNUITY PLAN | SAINT PAUL MN | 563 | $16.2M | $193K |
