Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding NUVEEN NUVEEN LIFECYCLE IDX 2020 RET MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.3M 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 | VETTER SENIOR LIVING VETTER SENIOR LIVING EMPLOYEES 401K PLAN | ELKHORN NE | 3,914 | $86.1M | $851K |
| 2 | CONNER PRAIRIE MUSEUM INC. CONNER PRAIRIE MUSEUM INC. ERISA 403B PLAN | FISHERS IN | 429 | $9.8M | $298K |
| 3 | MOUNTAIN ENERGY SERVICES INC. MOUNTAIN ENERGY SERVICES INC. 401K PLAN |
TUNKHANNOCK PA |
| 263 |
| $8.6M |
| $155K |
| 4 | J. R. BUTLER INC. J. R. BUTLER INC. 401K PLAN | ENGLEWOOD CO | 225 | $8.1M | $10K |
