Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen Lifecycle 2020 R6 Mutual fund - in their Schedule of Assets, totaling $40.0M 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 | CORNELL UNIVERSITY CORNELL UNIVERSITY RETIREMENT PLAN FOR THE EMPLOYEES OF THE ENDOWED COLLEGES AT ITHACA | ITHACA NY | 15,104 | $3.0B | $17.2M |
| 2 | CORNELL UNIVERSITY CORNELL UNIVERSITY TAX-DEFERRED ANNUITY PLAN | ITHACA NY | 12,904 | $2.4B | $14.8M |
| 3 | CAVCO INDUSTRIES, INC. |
PHOENIX AZ |
| 5,701 |
| $181.8M |
| $5.6M |
| 4 | ANIMAL RESCUE LEAGUE OF BOSTON ANIMAL RESCUE LEAGUE OF BOSTON 403(B) PLAN | DEDHAM MA | 108 | $7.4M | $1.3M |
| 5 | BIGELOW LABORATORY FOR OCEAN SCIENCES BIGELOW LABORATORY FOR OCEAN SCIENCES RETIREMENT PLAN | EAST BOOTHBAY ME | 102 | $30.9M | $707K |
| 6 | PARK SCHOOL CORPORATION THE PARK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 191 | $54.3M | $332K |
| 7 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $47K |
| 8 | NEW ENGLAND LAW BOSTON NEW ENGLAND LAW BOSTON DEFINED CONTRIBUTION RETIREMENT PLAN | BOSTON MA | 85 | $87.0M | $14K |
