Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen Lifecycle 2020-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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DICKINSON COLLEGE DICKINSON COLLEGE TAX DEFERRED ANNUITY PLAN | CARLISLE PA | 1,013 | $142.6M | $1.7M |
| 2 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH | CAMBRIDGE MA | 334 | $98.6M | $450K |
| 3 | UNIVERSITY PHYSICIANS OF BROOKLYN, INC. |
BROOKLYN NY |
| 437 |
| $57.7M |
| $346K |
| 4 | CALDWELL UNIVERSITY CALDWELL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CALDWELL NJ | 167 | $58.1M | $301K |
| 5 | SEWICKLEY ACADEMY SEWICKLEY ACADEMY DC PLAN | SEWICKLEY PA | 151 | $41.9M | $137K |
| 6 | INSTITUTE OF INTERNATIONAL EDUCATION, INC. INSTITUTE OF INTERNATIONAL EDUCATION 403(B) RETIREMENT PLAN | NEW YORK NY | 556 | $145.1M | $19K |
| 7 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $16K |
| 8 | DETROIT SYMPHONY ORCHESTRA, INC. DETROIT SYMPHONY ORCHESTRA, INC. NON-MUSICIANS' TAX DEFERRED ACCOUNT PLAN | DETROIT MI | 94 | $5.2M | $7K |
