Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen LfCyc Ix Ret Inc R6 Registered investment company 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 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST RETIREMENT PLAN | SEATTLE WA | 841 | $126.8M | $1.1M |
| 2 | BLOODWORKS NORTHWEST BLOODWORKS NORTHWEST SUPPLEMENTAL RETIREMENT ACCOUNT | SEATTLE WA | 611 | $112.0M | $759K |
| 3 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO DEFINED CONTRIBUTION RETIREMENT PLAN |
SAN FRANCISCO CA |
| 2,740 |
| $468.2M |
| $104K |
| 4 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO VOLUNTARY RETIREMENT PLAN | SAN FRANCISCO CA | 2,804 | $374.1M | $38K |
| 5 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE TAX DEFERRED ANNUITY PLAN | ATLANTA GA | 603 | $17.7M | $10K |
| 6 | MOREHOUSE COLLEGE MOREHOUSE COLLEGE DEFINED CONTRIBUTION PLAN | ATLANTA GA | 783 | $85.1M | $9K |
