Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifecycle 2020 Variable annuity account in their Schedule of Assets, totaling $262K 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 | EVERGREEN CENTER, INC. EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MILFORD MA | 201 | $10.3M | $105K |
| 2 | CRITERION CHILD ENRICHMENT INC. CRITERION CHILD ENRICHMENT INC. TAX DEFERRED ANNUITY (TDA) PLAN | MILFORD MA | 300 | $8.4M | $81K |
| 3 | EVERGREEN CENTER, INC. |
MILFORD MA |
| 286 |
| $4.5M |
| $54K |
| 4 | CRITERION CHILD ENRICHMENT, INC. CRITERION CHILD ENRICHMENT, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MILFORD MA | 186 | $4.7M | $22K |