Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Lfcycle IX 2060 R6 Mutual Fund N/A in their Schedule of Assets, totaling $318K 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 | DENVER ACADEMY, INC. DENVER ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER CO | 115 | $23.0M | $203K |
| 2 | CASTILLEJA SCHOOL FOUNDATION CASTILLEJA SCHOOL FOUNDATION DC PLAN | PALO ALTO CA | 135 | $66.7M | $115K |
