Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Nuveen LfCycle Ix 2055 R6 Mutual fund in their Schedule of Assets, totaling $13.6M 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 | $5.3M |
| 2 | THE SPENCE SCHOOL THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 343 | $137.3M | $1.5M |
| 3 | THE UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED |
STORRS CT |
| 166 |
| $49.4M |
| $996K |
| 4 | THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 113 | $37.3M | $952K |
| 5 | THE HEAD-ROYCE SCHOOL THE HEAD-ROYCE SCHOOL 403(B) PLAN | OAKLAND CA | 184 | $89.0M | $898K |
| 6 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $852K |
| 7 | GOVERNOR DUMMER ACADEMY DBA THE GOVERNOR'S ACADEMY GOVERNOR DUMMER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | BYFIELD MA | 181 | $65.6M | $691K |
| 8 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $689K |
| 9 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH CA | 163 | $49.0M | $408K |
| 10 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $382K |
