Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding NUVEEN NUVEEN LIFECYCLE IDX 2065 RET MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.5M 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 | VETTER SENIOR LIVING VETTER SENIOR LIVING EMPLOYEES 401K PLAN | ELKHORN NE | 3,914 | $86.1M | $1.1M |
| 2 | JOHN HENRYS PLUMBING & HEATING JOHN HENRYS PLUMBING & HEATING 401K PLAN | LINCOLN NE | 142 | $4.5M | $162K |
| 3 | J. R. BUTLER INC. J. R. BUTLER INC. 401K PLAN |
ENGLEWOOD CO |
| 225 |
| $8.1M |
| $85K |
| 4 | MOUNTAIN ENERGY SERVICES INC. MOUNTAIN ENERGY SERVICES INC. 401K PLAN | TUNKHANNOCK PA | 263 | $8.6M | $78K |
| 5 | CONNER PRAIRIE MUSEUM INC. CONNER PRAIRIE MUSEUM INC. ERISA 403B PLAN | FISHERS IN | 429 | $9.8M | $29K |
| 6 | SAN DIEGO HEBREW HOMES SAN DIEGO HEBREW HOMES 403B PLAN | ENCINITAS CA | 276 | $8.8M | $20K |
| 7 | HILLCREST HEALTH SYSTEMS INC HILLCREST HEALTH 401K PLAN | BELLEVUE NE | 1,174 | $20.4M | $19K |
| 8 | GLENWOOD VILLAGE CARE CENTER GLENWOOD VILLAGE CARE CENTER DBA GLENWOOD RETIREMENT VILLAGE TAX DEFERRED ANNUITY PLAN | GLENWOOD MN | 186 | $1.2M | $13K |
