Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen Lifecycle 2060 Retire in their Schedule of Assets, totaling $810K 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 | WASHINGTON UNIVERSITY IN ST. LOUIS WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN | ST. LOUIS MO | 3,101 | $87.4M | $198K |
| 2 | THE SCHENCK SCHOOL, INC. THE SCHENCK SCHOOL RETIREMENT PLAN | ATLANTA GA | 102 | $18.6M | $192K |
| 3 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH |
CAMBRIDGE MA |
| 316 |
| $55.5M |
| $166K |
| 4 | ASBURY COLLEGE ASBURY UNIVERSITY DC RETIREMENT PLAN | WILMORE KY | 254 | $63.5M | $142K |
| 5 | BOARD OF JEWISH EDUCATION, INC. BOARD OF JEWISH EDUCATION, INC SAVINGS PLAN | NEW YORK NY | 67 | $21.9M | $104K |
| 6 | VALORUS VALORUS | SACRAMENTO CA | 24 | $1.8M | $8K |