Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding SEI NUVEEN LIFECYCLE IDX 2035 J MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $7.0M 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 | NOVA FINANCIAL & INVESTMENT CORPORATION NOVA FINANCIAL & INVESTMENT CORP. EMPLOYEES 401K PROFIT SHARING PLAN | TUCSON AZ | 335 | $38.9M | $3.9M |
| 2 | MD LOGISTICS LLC MD LOGISTICS LLC 401K PLAN | PLAINFIELD IN | 292 | $9.0M | $1.8M |
| 3 | ANALYTIK JENA US LLC ANALYTIK JENA US 401K PLAN |
UPLAND CA |
| 102 |
| $10.4M |
| $649K |
| 4 | FOUNDATION FOR EARLY CHILDHOOD EDUCATION INC. FOUNDATION FOR EARLY CHILDHOOD EDUCATION INC. EMPLOYEE 401K PLAN | PASADENA CA | 148 | $9.6M | $445K |
| 5 | HANSEN-RICE INC. HANSEN-RICE INC. 401K PROFIT SHARING PLAN | NAMPA ID | 89 | $14.5M | $232K |
