Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Idx Ret Inc J Mutual Fund Shares in their Schedule of Assets, totaling $2.9M 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 | ENDRESS+HAUSER INC. ENDRESS+HAUSER INC. EMPLOYEES 401K/RETIREMENT SAVINGS PLAN | GREENWOOD IN | 983 | $159.5M | $2.9M |
