Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Idx 2065 Instl in their Schedule of Assets, totaling $7.1M 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 | $3.8M |
| 2 | SA RECYCLING, LLC SA RECYCLING, LLC 401(K) PROFIT SHARING PLAN | ORANGE CA | 3,083 | $190.5M | $1.5M |
| 3 | MMT AMBULANCE MMT AMBULANCE 401K PLAN |
COLUMBUS NE |
| 1,508 |
| $11.6M |
| $1.0M |
| 4 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $436K |
| 5 | THREE CROSSES REGIONAL HOSPITAL, LLC THREE CROSSES REGIONAL HOSPITAL, LLC 401(K) PLAN | LAS CRUCES NM | 437 | $4.6M | $151K |
| 6 | TRONCALLI AUTOMOTIVE GROUP, INC. TRONCALLI AUTOMOTIVE GROUP, INC. 401(K) SALARY SAVINGS PLAN | CUMMING GA | 311 | $8.1M | $139K |
| 7 | PARKING & TRANSPORTATION MANAGEMENT SERVICES, INC. PARKING & TRANSPORTATION MANAGEMENT SERVICES INC. 401(K) PLAN | SEATTLE WA | 498 | $3.7M | $10K |
| 8 | RADIFI FEDERAL CREDIT UNION RADIFI FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | JACKSONVILLE FL | 115 | $6.5M | $7K |
| 9 | PAVMED INC. PAVMED INC. 401(K) PROFIT SHARING PLAN | HORSHAM PA | 111 | $7.2M | $3K |
