Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen LfCycle Ix 2050 Retire Registered Investment Company in their Schedule of Assets, totaling $2.5M 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 | THE EVERGREEN SCHOOL THE EVERGREEN SCHOOL 403(B) DC PLAN | SHORELINE WA | 122 | $31.2M | $1.3M |
| 2 | JOHN BURROUGHS SCHOOL JOHN BURROUGHS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ST. LOUIS MO | 174 | $79.6M | $1.1M |
| 3 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO RETIREMENT HEALTHCARE SAVINGS PLAN |
SAN FRANCISCO CA |
| 932 |
| $10.8M |
| $136K |
