Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Lifecycle 2015 R6 Mutual fund in their Schedule of Assets, totaling $18.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $8.4M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $8.2M |
| 3 | CAVCO INDUSTRIES, INC. |
PHOENIX AZ |
| 5,701 |
| $181.8M |
| $674K |
| 4 | GREENWICH ACADEMY, INC. GRENWICH ACADEMY INC. DEFINED CONTRIBUTION RETIREMENT PLAN | GREENWICH CT | 245 | $120.1M | $500K |
| 5 | LAW SCHOOL ADMISSION COUNCIL LAW SCHOOL ADMISSION COUNCIL DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN PA | 440 | $155.6M | $337K |
| 6 | PARK SCHOOL CORPORATION THE PARK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 191 | $54.3M | $89K |
| 7 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $80K |
| 8 | ANIMAL RESCUE LEAGUE OF BOSTON ANIMAL RESCUE LEAGUE OF BOSTON 403(B) PLAN | DEDHAM MA | 108 | $7.4M | $62K |
| 9 | NEW ENGLAND LAW BOSTON NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 85 | $87.0M | $6K |