Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding Nuveen Lifecycle Index 2020 R6 - in their Schedule of Assets, totaling $164.9M 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 | THOMAS JEFFERSON UNIVERSITY JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 18,283 | $2.8B | $73.9M |
| 2 | MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND DULY HEALTH AND CARE 401(K) PLAN | DOWNERS GROVE IL | 6,585 | $1.1B | $27.1M |
| 3 | ARIA HEALTH |
PHILADELPHIA PA |
| 4,564 |
| $428.4M |
| $16.1M |
| 4 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN | PHILADELPHIA PA | 5,208 | $400.3M | $14.5M |
| 5 | CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN | CHICAGO IL | 7,037 | $1.1B | $8.8M |
| 6 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS VOLUNTARY 403(B) TDA PLAN | PHILADELPHIA PA | 2,963 | $286.9M | $6.9M |
| 7 | W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH 403(B) DC PLAN | KALAMAZOO MI | 111 | $50.3M | $2.3M |
| 8 | PHILADELPHIA UNIVERSITY PHILADELPHIA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 529 | $137.6M | $2.0M |
| 9 | LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS 403(B) THRIFT PLAN OF LUTHERAN CHILD AND FAMILY SERVICES OF ILLINOIS | OAKBROOK TERRACE IL | 466 | $12.8M | $1.2M |
| 10 | VIRGINIA PHYSICIANS, INC. VIRGINIA PHYSICIANS, INC. 401(K) PLAN | GLEN ALLEN VA | 371 | $66.0M | $1.2M |
