Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Lifecycle Index 2020 Fund R6 in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COLLEGIATE SCHOOL COLLEGIATE SCHOOL 403(B) RETIREMENT PLAN | RICHMOND VA | 403 | $105.3M | $1.7M |
| 2 | LUTHERAN FAMILY SERVICES OF VIRGINIA, INC. DBA ENCIRCLE LUTHERAN FAMILY SERVICES OF VIRGINIA, INC. 401(K) PLAN | ROANOKE VA | 414 | $14.6M | $472K |
| 3 | SHARP DECISIONS, INC. |
NEW YORK NY |
| 207 |
| $19.6M |
| $397K |
| 4 | JOSEPH KUSHNER HEBREW ACADEMY JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN | LIVINGSTON NJ | 130 | $26.0M | $255K |
| 5 | BARTON COLLEGE BARTON COLLEGE RETIREMENT PLAN | WILSON NC | 192 | $27.8M | $163K |
| 6 | NORTHSTAR LOCATION SERVICES, LLC THE NORTHSTAR COMPANIES 401(K) PLAN | CHEEKTOWAGA NY | 144 | $4.4M | $8K |
| 7 | UNIVERSITY OF THE OZARKS UNIVERSITY OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN | CLARKSVILLE AR | 335 | $25.1M | $5K |
