Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Nuveen LfCycle Ix 2060 R6 Mutual fund in their Schedule of Assets, totaling $6.3M 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 | $1.3M |
| 2 | THE UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RETIREMENT ANNUITY PLAN | STORRS CT | 166 | $49.4M | $996K |
| 3 | THE SPENCE SCHOOL |
NEW YORK NY |
| 343 |
| $137.3M |
| $743K |
| 4 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH CA | 163 | $49.0M | $621K |
| 5 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $496K |
| 6 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $396K |
| 7 | THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 113 | $37.3M | $381K |
| 8 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $320K |
| 9 | THE HEAD-ROYCE SCHOOL THE HEAD-ROYCE SCHOOL 403(B) PLAN | OAKLAND CA | 184 | $89.0M | $312K |
| 10 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $298K |
