Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen LfCycle Ix 2040 R6 " in their Schedule of Assets, totaling $36.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PROVIDENCE COLLEGE PROVIDENCE COLLEGE 403(B) PLAN | PROVIDENCE RI | 1,010 | $393.5M | $12.2M |
| 2 | HAMILTON COLLEGE HAMILTON COLLEGE 403(B) RETIREMENT PLAN | CLINTON NY | 772 | $351.8M | $10.4M |
| 3 | RYE COUNTRY DAY SCHOOL RYE COUNTRY DAY SCHOOL 403(B) PLAN |
RYE NY |
| 252 |
| $108.0M |
| $6.6M |
| 4 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD NJ | 241 | $90.2M | $2.5M |
| 5 | THE CHAPIN SCHOOL LTD. THE CHAPIN SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 242 | $107.7M | $2.5M |
| 6 | RUSSELL SAGE FOUNDATION RUSSELL SAGE FOUNDATION DC RETIREMENT PLAN | NEW YORK NY | 37 | $50.7M | $803K |
| 7 | PALO ALTO UNIVERSITY, INC PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN | PALO ALTO CA | 222 | $30.2M | $785K |
| 8 | THE NEW YORK ACADEMY OF MEDICINE THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN | NEW YORK NY | 59 | $43.6M | $413K |
| 9 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $191K |
| 10 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $174K |
