Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Nuveen Lifecycle 2025 # in their Schedule of Assets, totaling $17.6M 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 | ELMHURST UNIVERSITY ELMHURST UNIVERSITY RETIREMENT PLAN | ELMHURST IL | 507 | $135.3M | $3.5M |
| 2 | THE LEXINGTON SCHOOL THE LEXINGTON SCHOOL RETIREMENT PLAN | LEXINGTON KY | 115 | $23.5M | $2.6M |
| 3 | UNIVERSITY OF INDIANAPOLIS UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN |
INDIANAPOLIS IN |
| 1,564 |
| $172.5M |
| $2.3M |
| 4 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 213 | $90.4M | $1.9M |
| 5 | BETHANY COLLEGE BETHANY COLLEGE 403(B) DC PLAN | BETHANY WV | 126 | $32.6M | $1.8M |
| 6 | UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS RETIREMENT PLAN | ST. PAUL MN | 2,605 | $459.7M | $1.7M |
| 7 | MERCYHURST UNIVERSITY MERCYHURST UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ERIE PA | 404 | $87.6M | $1.4M |
| 8 | LATIN SCHOOL OF CHICAGO LATIN SCHOOL OF CHICAGO RETIREMENT PLAN | CHICAGO IL | 243 | $104.4M | $1.1M |
| 9 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN | PRINCETON NJ | 154 | $68.8M | $918K |
| 10 | SIMAREN CORPORATION WISDOM PROTECTIVE SERVICES RETIREMENT PLAN | WESTBURY NY | 415 | $2.5M | $365K |
