Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index 2015 Inst in their Schedule of Assets, totaling $7.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $3.0M |
| 2 | FLOYD HEALTHCARE MANAGEMENT FLOYD HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN | ROME GA | 3,950 | $205.2M | $1.3M |
| 3 | WICHITA WATER CONDITIONING, INC. |
WICHITA KS |
| 1,040 |
| $34.3M |
| $976K |
| 4 | FLOOR AND DECOR OUTLETS OF AMERICA, INC. FLOOR AND DECOR OUTLETS OF AMERICA, INC. 401K RETIREMENT PLAN | ATLANTA GA | 9,962 | $157.2M | $779K |
| 5 | SA RECYCLING, LLC SA RECYCLING, LLC 401(K) PROFIT SHARING PLAN | ORANGE CA | 3,083 | $190.5M | $464K |
| 6 | TRUSTEES FLINT DEFINED CONTRIB FUND FLINT PLUMBING DEFINED CONTRIBUTION FUND | LANSING MI | 568 | $23.0M | $337K |
| 7 | THE CENTER FOR DISCOVERY, INC. THE CENTER FOR DISCOVERY RETIREMENT PLAN | HARRIS NY | 1,552 | $73.3M | $256K |
| 8 | JAGEMANN STAMPING CO. JAGEMANN STAMPING CO. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | MANITOWOC WI | 143 | $24.4M | $123K |
| 9 | CONRAD COMPANY HOLDINGS, LLC THE CONRAD COMPANY 401(K) PLAN | YORK PA | 158 | $10.6M | $115K |
| 10 | PARKING & TRANSPORTATION MANAGEMENT SERVICES, INC. PARKING & TRANSPORTATION MANAGEMENT SERVICES INC. 401(K) PLAN | SEATTLE WA | 498 | $3.7M | $85K |
