Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Lifecycle Index 2035 Fund R6 " in their Schedule of Assets, totaling $8.1M 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 | COLLEGIATE SCHOOL COLLEGIATE SCHOOL 403(B) RETIREMENT PLAN | RICHMOND VA | 403 | $105.3M | $5.0M |
| 2 | SHARP DECISIONS, INC. SHARP DECISIONS, INC. 401(K) PLAN | NEW YORK NY | 207 | $19.6M | $1.2M |
| 3 | JOSEPH KUSHNER HEBREW ACADEMY JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN |
LIVINGSTON NJ |
| 130 |
| $26.0M |
| $708K |
| 4 | NORTHSTAR LOCATION SERVICES, LLC THE NORTHSTAR COMPANIES 401(K) PLAN | CHEEKTOWAGA NY | 144 | $4.4M | $328K |
| 5 | RIG, LLC DBA RENAISSANCE INSURANCE GROUP RENAISSANCE GROUP 401(K) PLAN | CHICAGO IL | 119 | $9.3M | $305K |
| 6 | THE SPEYER LEGACY SCHOOL SPEYER LEGACY SCHOOL 403(B)(7)PLAN | NEW YORK NY | 105 | $7.2M | $238K |
| 7 | BARTON COLLEGE BARTON COLLEGE RETIREMENT PLAN | WILSON NC | 192 | $27.8M | $209K |
| 8 | UNIVERSITY OF THE OZARKS UNIVERSITY OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN | CLARKSVILLE AR | 335 | $25.1M | $81K |
| 9 | CAELUM RESEARCH CORPORATION CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN | ROCKVILLE MD | 262 | $10.8M | $12K |
