Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index Retirement Inc R6 - in their Schedule of Assets, totaling $1.3M 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 | FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) | LAWRENCEVILLE NJ | 592 | $57.1M | $425K |
| 2 | COMPASS HEALTH CENTER, PLLC COMPASS HEALTH CENTER, PLLC 401(K) PLAN | NORTHBROOK IL | 704 | $23.6M | $306K |
| 3 | SK SILTRON CSS, LLC |
BAY CITY MI |
| 265 |
| $15.4M |
| $260K |
| 4 | SYMPHONY COMMUNICATION SERVICES LLC SYMPHONY 401(K) PLAN | NEW YORK NY | 128 | $14.4M | $101K |
| 5 | ASCEND PARTNER SERVICES, LLC ASCEND PARTNER SERVICES, LLC 401(K) PLAN | ARLINGTON VA | 956 | $53.2M | $69K |
| 6 | DIAZ, ANSELMO, & ASSOCIATES, P.A.. DIAZ ANSELMO & ASSOCIATES 401(K) PLAN | PLANTATION FL | 141 | $5.9M | $66K |
| 7 | RESTON ASSOCIATION RESTON ASSOCIATION RETIREMENT SAVINGS PLAN | RESTON VA | 94 | $14.5M | $58K |
| 8 | SNAK-KING LLC SNAK-KING LLC 401(K) PROFIT SHARING PLAN | INDUSTRY CA | 515 | $13.6M | $12K |
| 9 | HIGHBURY DEFENSE GROUP HIGHBURY DEFENSE GROUP 401(K) PLAN | SAN DIEGO CA | 188 | $13.5M | $12K |
| 10 | MCCLARIN PLASTICS, LLC MCCLARIN PLASTICS, LLC CASH OR DEFERRED PROFIT SHARING PLAN | HANOVER PA | 354 | $9.5M | $4K |
