Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SEI NUVEEN LIFECYCLE IDX RET INC J MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.1M 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 | HORNER ELECTRIC INC. HORNER ELECTRIC INC. EMPLOYEES RETIREMENT PLAN | INDIANAPOLIS IN | 296 | $28.6M | $1.9M |
| 2 | NOVA FINANCIAL & INVESTMENT CORPORATION NOVA FINANCIAL & INVESTMENT CORP. EMPLOYEES 401K PROFIT SHARING PLAN | TUCSON AZ | 335 | $38.9M | $136K |
| 3 | FOUNDATION FOR EARLY CHILDHOOD EDUCATION INC. |
PASADENA CA |
| 148 |
| $9.6M |
| $10K |
