Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifecycle 2065 R6 Mutual fund - in their Schedule of Assets, totaling $320K 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 | PARK SCHOOL CORPORATION THE PARK SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLINE MA | 191 | $54.3M | $121K |
| 2 | ANIMAL RESCUE LEAGUE OF BOSTON ANIMAL RESCUE LEAGUE OF BOSTON 403(B) PLAN | DEDHAM MA | 108 | $7.4M | $89K |
| 3 | BIGELOW LABORATORY FOR OCEAN SCIENCES |
EAST BOOTHBAY ME |
| 102 |
| $30.9M |
| $84K |
| 4 | WILLIAM PEACE UNIVERSITY WILLIAM PEACE UNIVERSITY RETIREMENT PLAN | RALEIGH NC | 136 | $22.7M | $26K |
