Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding NUVEEN NUVEEN LIFESTYLE AGG GR R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.2M 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 | ANALYTIK JENA US LLC ANALYTIK JENA US 401K PLAN | UPLAND CA | 102 | $10.4M | $674K |
| 2 | LOWER VALLEY HOSPITAL ASSOCIATION FAMILY HEALTH WEST 403B PLAN | FRUITA CO | 635 | $30.2M | $455K |
| 3 | ODIN ENVIRONMENTAL SOLUTIONS LLC ODIN ENVIRONMENTAL SOLUTIONS LLC 401K PLAN |
ROSEVILLE CA |
| 320 |
| $9.8M |
| $61K |
| 4 | LARSON MANAGEMENT INC. LARSON MANAGEMENT INC. 401K PROFIT SHARING PLAN | EAU CLAIRE WI | 238 | $4.2M | $24K |
