Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen LfCycle Ix 2030 Retire Registered Investment Company in their Schedule of Assets, totaling $4.2M 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 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO RETIREMENT HEALTHCARE SAVINGS PLAN | SAN FRANCISCO CA | 932 | $10.8M | $2.1M |
| 2 | JOHN BURROUGHS SCHOOL JOHN BURROUGHS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ST. LOUIS MO | 174 | $79.6M | $1.4M |
| 3 | THE EVERGREEN SCHOOL |
SHORELINE WA |
| 122 |
| $31.2M |
| $756K |
