Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Lifecycle 2060 in their Schedule of Assets, totaling $2.2M 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 | UNIVERSITY OF INDIANAPOLIS UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 1,564 | $172.5M | $675K |
| 2 | ELMHURST UNIVERSITY ELMHURST UNIVERSITY RETIREMENT PLAN | ELMHURST IL | 507 | $135.3M | $487K |
| 3 | DENVER RESCUE MISSION DENVER RESCUE MISSION 401 (K) RETIREMENT PLAN | DENVER CO | 291 | $8.7M | $202K |
| 4 | LATIN SCHOOL OF CHICAGO LATIN SCHOOL OF CHICAGO RETIREMENT PLAN | CHICAGO IL | 243 | $104.4M | $188K |
| 5 | SIMAREN CORPORATION WISDOM PROTECTIVE SERVICES RETIREMENT PLAN | WESTBURY NY | 415 | $2.5M | $173K |
| 6 | THE LEXINGTON SCHOOL THE LEXINGTON SCHOOL RETIREMENT PLAN | LEXINGTON KY | 115 | $23.5M | $170K |
| 7 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 213 | $90.4M | $137K |
| 8 | MERCYHURST UNIVERSITY MERCYHURST UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ERIE PA | 404 | $87.6M | $126K |
| 9 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN | PRINCETON NJ | 154 | $68.8M | $57K |
