Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Idx 2065 Ret in their Schedule of Assets, totaling $87K 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 | LEE-SMITH, INC. LEE-SMITH, INC. AND LESCO, INC. 401(K) RETIREMENT PLAN | CHATTANOOGA TN | 119 | $10.2M | $66K |
| 2 | SPECIALTY APPLIANCES LLC SPECIALTY APPLIANCES LLC 401K RETIREMENT PLAN | CUMMING GA | 185 | $3.4M | $21K |