Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen LfCycle Ix 2020 R6 " in their Schedule of Assets, totaling $10.5M 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 | PROVIDENCE COLLEGE PROVIDENCE COLLEGE 403(B) PLAN | PROVIDENCE RI | 1,010 | $393.5M | $3.4M |
| 2 | THE CHAPIN SCHOOL LTD. THE CHAPIN SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 242 | $107.7M | $2.1M |
| 3 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN |
ENGLEWOOD NJ |
| 241 |
| $90.2M |
| $2.0M |
| 4 | HAMILTON COLLEGE HAMILTON COLLEGE 403(B) RETIREMENT PLAN | CLINTON NY | 772 | $351.8M | $1.9M |
| 5 | RYE COUNTRY DAY SCHOOL RYE COUNTRY DAY SCHOOL 403(B) PLAN | RYE NY | 252 | $108.0M | $1.0M |
| 6 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $70K |
| 7 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $17K |
| 8 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $13K |
