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 2060 R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $14.9M 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 | $4.5M |
| 2 | BURRELL INC. BURRELL BEHAVIORAL HEALTH TAX DEFERRED ANNUITY PLAN | SPRINGFIELD MO | 1,970 | $47.5M | $3.6M |
| 3 | FIRSTLINE SCHOOLS INC. FIRSTLINE SCHOOLS 403B PLAN |
NEW ORLEANS LA |
| 408 |
| $11.3M |
| $995K |
| 4 | TRI STAR ENGINEERING INC. TRI STAR ENGINEERING INC. 401K PROFIT SHARING PLAN | BLOOMINGTON IN | 321 | $22.8M | $766K |
| 5 | LOWER VALLEY HOSPITAL ASSOCIATION FAMILY HEALTH WEST 403B PLAN | FRUITA CO | 635 | $30.2M | $489K |
| 6 | MARMOL RADZINER AN ARCHITECTURAL CORPORATION MARMOL RADZINER AN ARCHITECTURAL CORPORATION 401K RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 186 | $13.2M | $457K |
| 7 | ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC. ASCM 401K PLAN | CHICAGO IL | 98 | $17.3M | $425K |
| 8 | LIFE ENRICHING COMMUNITIES LIFE ENRICHING COMMUNITIES 403B PLAN | LOVELAND OH | 1,914 | $23.5M | $422K |
| 9 | STEVES & SONS INC. STEVES & SONS EMPLOYEES 401K PROFIT SHARING PLAN | SAN ANTONIO TX | 1,734 | $14.0M | $358K |
| 10 | TRINIDAD AREA HEALTH ASSOCIATION MT. SAN RAFAEL HOSPITAL RETIREMENT PLAN | TRINIDAD CO | 223 | $9.2M | $345K |
