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 2050 Instl in their Schedule of Assets, totaling $7.2M 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 | TOA (USA), LLC TOA (USA) 401(K) PLAN | MOORESVILLE IN | 889 | $26.4M | $3.3M |
| 2 | VICTORY CAPITAL MANAGEMENT, INC. VICTORY CAPITAL MANAGEMENT, INC. 401(K) SAVINGS PLAN | BROOKLYN OH | 456 | $188.9M | $2.3M |
| 3 | CHERRY STREET SERVICES, INC. CHERRY HEALTH 403(B) RETIREMENT PLAN |
GRAND RAPIDS MI |
| 710 |
| $42.5M |
| $1.6M |
