Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index Retirement inc R6 in their Schedule of Assets, totaling $2.0M 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 | THE SHADOWFAX CORPORATION THE SHADOWFAX CORPORATION 403(B) PLAN | YORK PA | 280 | $7.1M | $600K |
| 2 | 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 |
| 3 | COMPASS HEALTH CENTER, PLLC |
NORTHBROOK IL |
| 704 |
| $23.6M |
| $306K |
| 4 | SK SILTRON CSS, LLC SK SILTRON CSS 401(K) RETIREMENT PLAN | BAY CITY MI | 265 | $15.4M | $260K |
| 5 | SYMPHONY COMMUNICATION SERVICES LLC SYMPHONY 401(K) PLAN | NEW YORK NY | 128 | $14.4M | $101K |
| 6 | SAMARITAN DAYTOP VILLAGE, INC. SAMARITAN VILLAGE, INC. RETIREMENT PLAN | JAMAICA NY | 1,375 | $49.8M | $77K |
| 7 | ASCEND PARTNER SERVICES, LLC ASCEND PARTNER SERVICES, LLC 401(K) PLAN | ARLINGTON VA | 956 | $53.2M | $69K |
| 8 | DIAZ, ANSELMO, & ASSOCIATES, P.A.. DIAZ ANSELMO & ASSOCIATES 401(K) PLAN | PLANTATION FL | 141 | $5.9M | $66K |
| 9 | RESTON ASSOCIATION RESTON ASSOCIATION RETIREMENT SAVINGS PLAN | RESTON VA | 94 | $14.5M | $58K |
| 10 | SNAK-KING LLC SNAK-KING LLC 401(K) PROFIT SHARING PLAN | INDUSTRY CA | 515 | $13.6M | $12K |
