Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Lifecycle 2015-Retirement Fund in their Schedule of Assets, totaling $8.5M 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 | THE CHARLES STARK DRAPER LABORATORY, INC. RETIREMENT PLAN FOR DRAPER EMPLOYEES | CAMBRIDGE MA | 2,451 | $1.3B | $5.6M |
| 2 | ANALYTIC SERVICES INC. ANALYTIC SERVICES INC. DEFINED CONTRIBUTION RETIREMENT PLAN | ARLINGTON VA | 548 | $226.1M | $1.6M |
| 3 | ORAL ROBERTS UNIVERSITY |
TULSA OK |
| 483 |
| $74.7M |
| $654K |
| 4 | RHODE ISLAND SCHOOL OF DESIGN RHODE ISLAND SCHOOL OF DESIGN RETIREMENT PLAN | PROVIDENCE RI | 1,446 | $277.4M | $274K |
| 5 | BRIGHAM YOUNG UNIVERSITY - UTAH BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN | PROVO UT | 325 | $188.7M | $222K |
| 6 | HUMAN RESOURCES RESEARCH ORG. HUMAN RESOURCES RESEARCH ORGANIZATION DEFINED CONTRIBUTION PLAN | ALEXANDRIA VA | 261 | $91.6M | $82K |
| 7 | THE IDEAL SCHOOL OF MANHATTAN THE IDEAL SCHOOL OF MANHATTAN DEFINED CONTRIBUTION PLAN | NEW YORK NY | 62 | $2.1M | $47K |
| 8 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $29K |
| 9 | THE IDEAL SCHOOL OF MANHATTAN THE IDEAL SCHOOL OF MANHATTAN TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 83 | $2.9M | $7K |
