Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding NUVEEN NUVEEN LIFECYCLE IDX 2035 R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $34.6M 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 | MENTAL HEALTH COOPERATIVE INC. MENTAL HEALTH COOPERATIVE RETIREMENT PLAN | NASHVILLE TN | 855 | $52.8M | $5.5M |
| 2 | BURRELL INC. BURRELL BEHAVIORAL HEALTH TAX DEFERRED ANNUITY PLAN | SPRINGFIELD MO | 1,970 | $47.5M | $4.1M |
| 3 | ROCKFORD UNIVERSITY ROCKFORD UNIVERSITY RETIREMENT SAVINGS PLAN |
ROCKFORD IL |
| 298 |
| $37.4M |
| $3.3M |
| 4 | LOWER VALLEY HOSPITAL ASSOCIATION FAMILY HEALTH WEST 403B PLAN | FRUITA CO | 635 | $30.2M | $2.5M |
| 5 | LIFE ENRICHING COMMUNITIES LIFE ENRICHING COMMUNITIES 403B PLAN | LOVELAND OH | 1,914 | $23.5M | $2.0M |
| 6 | DUNCAN SUPPLY COMPANY INC. DUNCAN EMPLOYEES 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 168 | $7.8M | $1.5M |
| 7 | RICHARDSON MANUFACTURING COMPANY RICHARDSON MANUFACTURING COMPANY 401(K) PLAN | SPRINGFIELD IL | 148 | $10.5M | $1.3M |
| 8 | LYNGBLOMSTEN CARE CENTER INC. LYNGBLOMSTEN CARE CENTER INC. TAX DEFERRED ANNUITY PLAN | SAINT PAUL MN | 563 | $16.2M | $1.3M |
| 9 | HEAD START OF LANE COUNTY HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN | SPRINGFIELD OR | 260 | $12.9M | $1.3M |
| 10 | ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC. ASCM 401K PLAN | CHICAGO IL | 98 | $17.3M | $1.2M |
