Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen Lifecycle 2035 Retire in their Schedule of Assets, totaling $14.5M 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 | HOPKINS SCHOOL HOPKINS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW HAVEN CT | 201 | $90.7M | $4.3M |
| 2 | WASHINGTON UNIVERSITY IN ST. LOUIS WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN | ST. LOUIS MO | 3,101 | $87.4M | $3.2M |
| 3 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH |
CAMBRIDGE MA |
| 316 |
| $55.5M |
| $2.5M |
| 4 | ASBURY COLLEGE ASBURY UNIVERSITY DC RETIREMENT PLAN | WILMORE KY | 254 | $63.5M | $2.4M |
| 5 | BOARD OF JEWISH EDUCATION, INC. BOARD OF JEWISH EDUCATION, INC SAVINGS PLAN | NEW YORK NY | 67 | $21.9M | $1.5M |
| 6 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $342K |
| 7 | COLD SPRING HARBOR LABORATORY COLD SPRING HARBOR LABORATORY TAX DEFERRED ANNUITY PLAN | COLD SPRING HARBOR NY | 1,133 | $114.1M | $134K |
| 8 | VALORUS VALORUS | SACRAMENTO CA | 24 | $1.8M | $41K |
