Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index 2020-Inst in their Schedule of Assets, totaling $34.3M 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 | SA RECYCLING, LLC SA RECYCLING, LLC 401(K) PROFIT SHARING PLAN | ORANGE CA | 3,083 | $190.5M | $10.5M |
| 2 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $7.5M |
| 3 | WICHITA WATER CONDITIONING, INC. |
WICHITA KS |
| 1,040 |
| $34.3M |
| $4.1M |
| 4 | IRON WORKERS REGIONAL SHOP LOCAL UNION 855 IRON WORKERS REGIONAL SHOP LOCAL UNION 855 INDIVIDUAL ACCOUNT RETIREMENT PLAN | PASADENA CA | 1,879 | $30.8M | $3.5M |
| 5 | FLOYD HEALTHCARE MANAGEMENT FLOYD HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN | ROME GA | 3,950 | $205.2M | $3.4M |
| 6 | FLOOR AND DECOR OUTLETS OF AMERICA, INC. FLOOR AND DECOR OUTLETS OF AMERICA, INC. 401K RETIREMENT PLAN | ATLANTA GA | 9,962 | $157.2M | $1.5M |
| 7 | THE CENTER FOR DISCOVERY, INC. THE CENTER FOR DISCOVERY RETIREMENT PLAN | HARRIS NY | 1,552 | $73.3M | $783K |
| 8 | GERMANTOWN ACADEMY GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN | FORT WASHINGTON PA | 318 | $101.9M | $749K |
| 9 | JAGEMANN STAMPING CO. JAGEMANN STAMPING CO. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | MANITOWOC WI | 143 | $24.4M | $728K |
| 10 | SHIPLEY SCHOOL SHIPLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLA | BRYN MAWR PA | 383 | $52.6M | $692K |
