Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index 2055-Inst in their Schedule of Assets, totaling $3.9M 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 | JAGEMANN STAMPING CO. JAGEMANN STAMPING CO. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | MANITOWOC WI | 143 | $24.4M | $1000K |
| 2 | WICHITA WATER CONDITIONING, INC. HALL'S RETIREMENT PLAN | WICHITA KS | 1,040 | $34.3M | $811K |
| 3 | IRON WORKERS REGIONAL SHOP LOCAL UNION 855 |
PASADENA CA |
| 1,879 |
| $30.8M |
| $793K |
| 4 | PROFESSIONAL GROUP PLANS, INC. PROFESSIONAL GROUP PLANS, INC. 401(K) PLAN | HAUPPAUGE NY | 114 | $32.1M | $493K |
| 5 | GERMANTOWN ACADEMY GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN | FORT WASHINGTON PA | 318 | $101.9M | $473K |
| 6 | SHIPLEY SCHOOL SHIPLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLA | BRYN MAWR PA | 383 | $52.6M | $182K |
| 7 | CONRAD COMPANY HOLDINGS, LLC THE CONRAD COMPANY 401(K) PLAN | YORK PA | 158 | $10.6M | $175K |
