Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen Lifecycle Index 2015 Fund R6 " in their Schedule of Assets, totaling $1.2M 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 | SHARP DECISIONS, INC. SHARP DECISIONS, INC. 401(K) PLAN | NEW YORK NY | 207 | $19.6M | $990K |
| 2 | BARTON COLLEGE BARTON COLLEGE RETIREMENT PLAN | WILSON NC | 192 | $27.8M | $102K |
| 3 | THE SPEYER LEGACY SCHOOL SPEYER LEGACY SCHOOL 403(B)(7)PLAN |
NEW YORK NY |
| 105 |
| $7.2M |
| $25K |
| 4 | RIG, LLC DBA RENAISSANCE INSURANCE GROUP RENAISSANCE GROUP 401(K) PLAN | CHICAGO IL | 119 | $9.3M | $22K |
| 5 | JOSEPH KUSHNER HEBREW ACADEMY JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN | LIVINGSTON NJ | 130 | $26.0M | $12K |
| 6 | COLLEGIATE SCHOOL COLLEGIATE SCHOOL 403(B) RETIREMENT PLAN | RICHMOND VA | 403 | $105.3M | $11K |