Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding NUVEEN NUVEEN LIFECYCLE IDX 2065 R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $3.8M 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 | $992K |
| 2 | TRANSPORT EQUIPMENT COMPANY TRANSPORT EQUIPMENT COMPANY EMPLOYEES SAVINGS PLAN | WEST VALLEY CITY UT | 1,310 | $68.7M | $724K |
| 3 | BURRELL INC. BURRELL BEHAVIORAL HEALTH TAX DEFERRED ANNUITY PLAN |
SPRINGFIELD MO |
| 1,970 |
| $47.5M |
| $720K |
| 4 | TRI STAR ENGINEERING INC. TRI STAR ENGINEERING INC. 401K PROFIT SHARING PLAN | BLOOMINGTON IN | 321 | $22.8M | $269K |
| 5 | FIRSTLINE SCHOOLS INC. FIRSTLINE SCHOOLS 403B PLAN | NEW ORLEANS LA | 408 | $11.3M | $240K |
| 6 | LIFE ENRICHING COMMUNITIES LIFE ENRICHING COMMUNITIES 403B PLAN | LOVELAND OH | 1,914 | $23.5M | $130K |
| 7 | DIXIE MOTORS LLC GARV 401K PLAN | MADISONVILLE LA | 376 | $9.5M | $109K |
| 8 | NORTH COBB CHRISTIAN SCHOOL INC. NORTH COBB CHRISTIAN SCHOOL 403B PLAN | KENNESAW GA | 320 | $8.4M | $81K |
| 9 | ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC. ASCM 401K PLAN | CHICAGO IL | 98 | $17.3M | $75K |
| 10 | HEAD START OF LANE COUNTY HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN | SPRINGFIELD OR | 260 | $12.9M | $56K |
