Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Lifecycle 2020 R6 Registered Investment Company in their Schedule of Assets, totaling $61.8M 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 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH BASE RETIREMENT PLAN | PASADENA CA | 10,047 | $5.2B | $23.9M |
| 2 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH VOLUNTARY RETIREMENT PLAN | PASADENA CA | 7,880 | $2.3B | $18.8M |
| 3 | NORTHEASTERN UNIVERSITY NORTHEASTERN UNIVERSITY RETIREMENT PLAN |
BOSTON MA |
| 9,197 |
| $2.6B |
| $18.6M |
| 4 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN | KEUKA PARK NY | 193 | $43.9M | $230K |
| 5 | RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC. TDA AND (FROZEN) DC PLAN | MENANDS NY | 1,471 | $213.4M | $217K |
