Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Lifecycle 2020 Fund " in their Schedule of Assets, totaling $8.6M 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 | NORTH CENTRAL COLLEGE NORTH CENTRAL COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NAPERVILLE IL | 971 | $179.5M | $1.8M |
| 2 | ROOSEVELT UNIVERSITY ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS | CHICAGO IL | 392 | $84.0M | $1.7M |
| 3 | AURORA UNIVERSITY |
AURORA IL |
| 426 |
| $117.9M |
| $1.6M |
| 4 | COLLEGE OF ST. SCHOLASTICA, INC. THE COLLEGE OF ST. SCHOLASTICA 403(B) RETIREMENT PLAN | DULUTH MN | 685 | $138.3M | $1.4M |
| 5 | ROOSEVELT UNIVERSITY ROOSEVELT UNIVERSITY 403(B) RETIREMENT PLAN | CHICAGO IL | 523 | $121.5M | $1.2M |
| 6 | SUFFOLK UNIVERSITY SUFFOLK UNIVERSITY EMPLOYEE RETIREMENT PLAN | BOSTON MA | 1,700 | $531.2M | $555K |
| 7 | ATRIUS MSO, LLC ATRIUS 401K RETIREMENT SAVINGS PLAN | MINNETONKA MN | 5,536 | $1.6B | $182K |
| 8 | ESCUELA BILINGUE INTERNACIONAL ESCUELA BILINGUE INTERNACIONAL 403(B) RETIREMENT PLAN | EMERYVILLE CA | 81 | $5.0M | $181K |
| 9 | WESTERN NEW YORK PUBLIC BROADCASTING ASSOCIATION WESTERN NEW YORK PUBLIC BROADCASTING ASSOCIATION RETIREMENT PLAN | BUFFALO NY | 75 | $27.7M | $8K |
