Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifecycle 2030-Retirement in their Schedule of Assets, totaling $4.5M 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 | TRANSYLVANIA UNIVERSITY TRANSYLVANIA UNIVERSITY RETIREMENT PLAN | LEXINGTON KY | 412 | $77.6M | $2.3M |
| 2 | LA JOLLA COUNTRY DAY SCHOOL LA JOLLA COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LA JOLLA CA | 249 | $91.8M | $1.3M |
| 3 | CHICAGO HORTICULTURAL SOCIETY |
GLENCOE IL |
| 487 |
| $56.6M |
| $560K |
| 4 | FRANKLIN UNIVERSITY FRANKLIN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | COLUMBUS OH | 548 | $114.3M | $338K |
