Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifecycle 2050 Retire Mutual Fund in their Schedule of Assets, totaling $7.1M 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 | MERRIMACK COLLEGE MERRIMACK COLLEGE 403(B) RETIREMENT PLAN | NORTH ANDOVER MA | 1,171 | $184.6M | $5.4M |
| 2 | GORDON COLLEGE GORDON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | WENHAM MA | 344 | $108.2M | $1.7M |
| 3 | THE FAY SCHOOL THE FAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
SOUTHBOROUGH MA |
| 148 |
| $40.2M |
| $23K |
| 4 | THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | SAN JOSE CA | 784 | $68.2M | $3K |
