Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding NUVEEN NUVEEN LIFECYCLE IDX 2055 R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $22.2M 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 | $7.1M |
| 2 | BURRELL INC. BURRELL BEHAVIORAL HEALTH TAX DEFERRED ANNUITY PLAN | SPRINGFIELD MO | 1,970 | $47.5M | $4.5M |
| 3 | FIRSTLINE SCHOOLS INC. FIRSTLINE SCHOOLS 403B PLAN |
NEW ORLEANS LA |
| 408 |
| $11.3M |
| $2.0M |
| 4 | MARMOL RADZINER AN ARCHITECTURAL CORPORATION MARMOL RADZINER AN ARCHITECTURAL CORPORATION 401K RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 186 | $13.2M | $1.3M |
| 5 | TRI STAR ENGINEERING INC. TRI STAR ENGINEERING INC. 401K PROFIT SHARING PLAN | BLOOMINGTON IN | 321 | $22.8M | $747K |
| 6 | HEAD START OF LANE COUNTY HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN | SPRINGFIELD OR | 260 | $12.9M | $713K |
| 7 | LIFE ENRICHING COMMUNITIES LIFE ENRICHING COMMUNITIES 403B PLAN | LOVELAND OH | 1,914 | $23.5M | $664K |
| 8 | FAMILY CARE HEALTH CENTERS FAMILY CARE HEALTH CENTERS RETIREMENT PLAN | ST LOUIS MO | 181 | $17.6M | $487K |
| 9 | DIXIE MOTORS LLC GARV 401K PLAN | MADISONVILLE LA | 376 | $9.5M | $473K |
| 10 | RICHARDSON MANUFACTURING COMPANY RICHARDSON MANUFACTURING COMPANY 401(K) PLAN | SPRINGFIELD IL | 148 | $10.5M | $421K |
