Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen Lifecycle 2015-Rtmt in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $1.4M |
| 2 | CALDWELL UNIVERSITY CALDWELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CALDWELL NJ | 167 | $58.1M | $633K |
| 3 | UNIVERSITY PHYSICIANS OF BROOKLYN, INC. |
BROOKLYN NY |
| 437 |
| $57.7M |
| $479K |
| 4 | DICKINSON COLLEGE DICKINSON COLLEGE TAX DEFERRED ANNUITY PLAN | CARLISLE PA | 1,013 | $142.6M | $320K |
| 5 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH | CAMBRIDGE MA | 334 | $98.6M | $148K |
| 6 | SEWICKLEY ACADEMY SEWICKLEY ACADEMY DC PLAN | SEWICKLEY PA | 151 | $41.9M | $4K |
