Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle 2065-Rtmt in their Schedule of Assets, totaling $292K 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 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH | CAMBRIDGE MA | 334 | $98.6M | $209K |
| 2 | UNIVERSITY PHYSICIANS OF BROOKLYN, INC. UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST | BROOKLYN NY | 437 | $57.7M | $63K |
| 3 | DICKINSON COLLEGE |
CARLISLE PA |
| 1,013 |
| $142.6M |
| $19K |