Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen LfCycle Ix 2065 Retire Registered investment company in their Schedule of Assets, totaling $197K 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 | $93K |
| 2 | JOHN BURROUGHS SCHOOL JOHN BURROUGHS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ST. LOUIS MO | 174 | $79.6M | $57K |
| 3 | RANSOM EVERGLADES SCHOOL, INC. RANSOM EVERGLADES SCHOOL SECTION 403(B) RETIREMENT PLAN |
MIAMI FL |
| 263 |
| $83.8M |
| $42K |
| 4 | UNIVERSITY OF SAN FRANCISCO UNIVERSITY OF SAN FRANCISCO RETIREMENT HEALTHCARE SAVINGS PLAN | SAN FRANCISCO CA | 932 | $10.8M | $6K |
