Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Nuveen Lifecycle Index 2015 R6 " in their Schedule of Assets, totaling $38.3M 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 | THOMAS JEFFERSON UNIVERSITY JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 18,283 | $2.8B | $25.1M |
| 2 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN | PHILADELPHIA PA | 5,208 | $400.3M | $4.0M |
| 3 | CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER |
CHICAGO IL |
| 7,037 |
| $1.1B |
| $3.0M |
| 4 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS VOLUNTARY 403(B) TDA PLAN | PHILADELPHIA PA | 2,963 | $286.9M | $2.1M |
| 5 | ARIA HEALTH JEFFERSON HEALTH NORTHEAST 403(B) PLAN | PHILADELPHIA PA | 4,564 | $428.4M | $766K |
| 6 | THE VILLAGE FOR FAMILIES & CHILDREN, INC. THE VILLAGE FOR FAMILIES & CHILDREN, INC. 403(B)DC PLAN | HARTFORD CT | 622 | $23.8M | $749K |
| 7 | THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN NY | 264 | $111.3M | $651K |
| 8 | PHILADELPHIA UNIVERSITY PHILADELPHIA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 529 | $137.6M | $450K |
| 9 | EARLE OPERATING HOLDING COMPANY, INC. THE EARLE OPERATING HOLDING COMPANY, INC. 401(K) PROFIT SHARING PLAN | FARMINGDALE NJ | 568 | $38.8M | $421K |
| 10 | THE WARTBURG HOME WARTBURG ADULT CARE COMMUNITY 403(B) SAVINGS PLAN | MT. VERNON NY | 287 | $7.2M | $243K |
