Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Idx 2060 Instl in their Schedule of Assets, totaling $37.0M 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 | FLOOR AND DECOR OUTLETS OF AMERICA, INC. FLOOR AND DECOR OUTLETS OF AMERICA, INC. 401K RETIREMENT PLAN | ATLANTA GA | 9,962 | $157.2M | $19.4M |
| 2 | FLOYD HEALTHCARE MANAGEMENT FLOYD HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN | ROME GA | 3,950 | $205.2M | $8.0M |
| 3 | SA RECYCLING, LLC |
ORANGE CA |
| 3,083 |
| $190.5M |
| $3.1M |
| 4 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $2.4M |
| 5 | THE CENTER FOR DISCOVERY, INC. THE CENTER FOR DISCOVERY RETIREMENT PLAN | HARRIS NY | 1,552 | $73.3M | $1.4M |
| 6 | MMT AMBULANCE MMT AMBULANCE 401K PLAN | COLUMBUS NE | 1,508 | $11.6M | $1.2M |
| 7 | TRONCALLI AUTOMOTIVE GROUP, INC. TRONCALLI AUTOMOTIVE GROUP, INC. 401(K) SALARY SAVINGS PLAN | CUMMING GA | 311 | $8.1M | $473K |
| 8 | THREE CROSSES REGIONAL HOSPITAL, LLC THREE CROSSES REGIONAL HOSPITAL, LLC 401(K) PLAN | LAS CRUCES NM | 437 | $4.6M | $457K |
| 9 | TLC CASINO ENTERPRISES, INC. TLC CASINO ENTERPRISES, INC. 401(K) PLAN | LAS VEGAS NV | 614 | $13.1M | $270K |
| 10 | RADIFI FEDERAL CREDIT UNION RADIFI FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 115 | $6.5M | $178K |
