Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen Lifecycle 2020 in their Schedule of Assets, totaling $5.6M 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 | UNIVERSITY OF INDIANAPOLIS UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 1,564 | $172.5M | $1.7M |
| 2 | ELMHURST UNIVERSITY ELMHURST UNIVERSITY RETIREMENT PLAN | ELMHURST IL | 507 | $135.3M | $1.2M |
| 3 | MERCYHURST UNIVERSITY MERCYHURST UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
ERIE PA |
| 404 |
| $87.6M |
| $997K |
| 4 | UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS RETIREMENT PLAN | ST. PAUL MN | 2,605 | $459.7M | $841K |
| 5 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 213 | $90.4M | $425K |
| 6 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN | PRINCETON NJ | 154 | $68.8M | $252K |
| 7 | SIMAREN CORPORATION WISDOM PROTECTIVE SERVICES RETIREMENT PLAN | WESTBURY NY | 415 | $2.5M | $169K |
| 8 | DENVER RESCUE MISSION DENVER RESCUE MISSION 401 (K) RETIREMENT PLAN | DENVER CO | 291 | $8.7M | $17K |
