Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Nuveen LfCycle Ix 2020 R6 Mutual fund in their Schedule of Assets, totaling $17.1M 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 | TRUSTEES OF BOSTON COLLEGE THE BOSTON COLLEGE 401(K) RETIREMENT PLAN I | CHESTNUT HILL MA | 1,607 | $765.2M | $7.4M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $1.5M |
| 3 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
HILLSBOROUGH CA |
| 163 |
| $49.0M |
| $1.5M |
| 4 | GOVERNOR DUMMER ACADEMY DBA THE GOVERNOR'S ACADEMY GOVERNOR DUMMER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | BYFIELD MA | 181 | $65.6M | $1.5M |
| 5 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $1.4M |
| 6 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $1.4M |
| 7 | COLLEGE OF THE ATLANTIC COLLEGE OF THE ATLANTIC DC RETIREMENT PLAN | BAR HARBOR ME | 108 | $36.3M | $1.2M |
| 8 | THE UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN | STORRS CT | 166 | $49.4M | $836K |
| 9 | THE SPENCE SCHOOL THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 343 | $137.3M | $193K |
| 10 | WALNUT HILL SCHOOL WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NATICK MA | 92 | $19.2M | $137K |
