Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding NUVEEN NUVEEN LIFECYCLE IDX 2030 R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $22.8M 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 | MENTAL HEALTH COOPERATIVE INC. MENTAL HEALTH COOPERATIVE RETIREMENT PLAN | NASHVILLE TN | 855 | $52.8M | $3.2M |
| 2 | LIFE ENRICHING COMMUNITIES LIFE ENRICHING COMMUNITIES 403B PLAN | LOVELAND OH | 1,914 | $23.5M | $2.9M |
| 3 | ROCKFORD UNIVERSITY ROCKFORD UNIVERSITY RETIREMENT SAVINGS PLAN |
ROCKFORD IL |
| 298 |
| $37.4M |
| $2.5M |
| 4 | BURRELL INC. BURRELL BEHAVIORAL HEALTH TAX DEFERRED ANNUITY PLAN | SPRINGFIELD MO | 1,970 | $47.5M | $1.8M |
| 5 | HEAD START OF LANE COUNTY HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN | SPRINGFIELD OR | 260 | $12.9M | $1.5M |
| 6 | FAMILY CARE HEALTH CENTERS FAMILY CARE HEALTH CENTERS RETIREMENT PLAN | ST LOUIS MO | 181 | $17.6M | $1.1M |
| 7 | RICHARDSON MANUFACTURING COMPANY RICHARDSON MANUFACTURING COMPANY 401(K) PLAN | SPRINGFIELD IL | 148 | $10.5M | $969K |
| 8 | TRI STAR ENGINEERING INC. TRI STAR ENGINEERING INC. 401K PROFIT SHARING PLAN | BLOOMINGTON IN | 321 | $22.8M | $931K |
| 9 | FIRSTLINE SCHOOLS INC. FIRSTLINE SCHOOLS 403B PLAN | NEW ORLEANS LA | 408 | $11.3M | $876K |
| 10 | NATIONAL VAN LINES INC. NATIONAL VAN LINES INC. 401K PLAN | BROADVIEW IL | 169 | $16.1M | $826K |
