Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index 2025 Instl in their Schedule of Assets, totaling $7.9M 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 | VICTORY CAPITAL MANAGEMENT, INC. VICTORY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN | BROOKLYN OH | 456 | $188.9M | $4.9M |
| 2 | CHERRY STREET SERVICES, INC. CHERRY HEALTH 403(B) RETIREMENT PLAN | GRAND RAPIDS MI | 710 | $42.5M | $2.3M |
| 3 | TOA (USA), LLC TOA (USA) 401(K) PLAN |
MOORESVILLE IN |
| 889 |
| $26.4M |
| $775K |
