Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle Index 2035-Inst Mutual Fund in their Schedule of Assets, totaling $8.7M 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 | ALLIANT INTERNATIONAL UNIVERSITY ALLIANT INTERNATIONAL UNIVERSITY RETIREMENT PLAN | SAN DIEGO CA | 400 | $45.5M | $4.7M |
| 2 | BEAVER COUNTRY DAY SCHOOL, INC. BEAVER COUNTRY DAY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | CHESTNUT HILL MA | 140 | $51.5M | $3.4M |
| 3 | STELLANTIS FINANCIAL SERVICES, INC. |
HOUSTON TX |
| 1,192 |
| $44.6M |
| $621K |
