Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding NUVEEN NUVEEN LIFECYCLE IDX INC R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.1M 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 | CHILDRENS DEFENSE FUND CHILDRENS DEFENSE FUND RETIREMENT PLAN | WASHINGTON DC | 89 | $20.7M | $609K |
| 2 | TRANSPORT EQUIPMENT COMPANY TRANSPORT EQUIPMENT COMPANY EMPLOYEES SAVINGS PLAN | WEST VALLEY CITY UT | 1,310 | $68.7M | $369K |
| 3 | NATIONAL VAN LINES INC. NATIONAL VAN LINES INC. 401K PLAN |
BROADVIEW IL |
| 169 |
| $16.1M |
| $334K |
| 4 | BURRELL INC. BURRELL BEHAVIORAL HEALTH TAX DEFERRED ANNUITY PLAN | SPRINGFIELD MO | 1,970 | $47.5M | $181K |
| 5 | SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER INC. SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER INC. 401K PLAN | AUGUSTA KS | 172 | $5.6M | $150K |
| 6 | ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC. ASCM 401K PLAN | CHICAGO IL | 98 | $17.3M | $123K |
| 7 | THE MONTPELIER FOUNDATION THE MONTPELIER FOUNDATION TDA PLAN | MONTPELIER STATION VA | 109 | $5.8M | $106K |
| 8 | STEVES & SONS INC. STEVES & SONS EMPLOYEES 401K PROFIT SHARING PLAN | SAN ANTONIO TX | 1,734 | $14.0M | $75K |
| 9 | COMMUNITY HOSPITAL ASSOCIATION INC COMMUNITY HOSPITAL ASSOCIATION INC. 403B PLAN | FAIRFAX MO | 194 | $8.5M | $60K |
| 10 | MD LOGISTICS LLC MD LOGISTICS LLC 401K PLAN | PLAINFIELD IN | 292 | $9.0M | $35K |
