Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Nuveen Lifecycle index 2035 R6 in their Schedule of Assets, totaling $357.7M 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 | $165.9M |
| 2 | ARIA HEALTH JEFFERSON HEALTH NORTHEAST 403(B) PLAN | PHILADELPHIA PA | 4,564 | $428.4M | $39.4M |
| 3 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN |
PHILADELPHIA PA |
| 5,208 |
| $400.3M |
| $37.1M |
| 4 | 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 | $30.9M |
| 5 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS VOLUNTARY 403(B) TDA PLAN | PHILADELPHIA PA | 2,963 | $286.9M | $13.9M |
| 6 | BLUE RIDGE ORTHOPAEDIC ASSOCIATES, P.C. BLUE RIDGE ORTHOPAEDIC ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | WARRENTON VA | 122 | $35.5M | $5.2M |
| 7 | MPHASIS CORPORATION MPHASIS CORPORATION 401(K) PLAN | MAITLAND FL | 3,748 | $85.0M | $4.7M |
| 8 | FERNANDES MASONRY, INC. FERNANDES MASONRY, INC. 401(K) PLAN | NEW BEDFORD MA | 199 | $18.2M | $4.3M |
| 9 | EARLE OPERATING HOLDING COMPANY, INC. THE EARLE OPERATING HOLDING COMPANY, INC. 401(K) PROFIT SHARING PLAN | FARMINGDALE NJ | 568 | $38.8M | $3.9M |
| 10 | THE RIVERS SCHOOL CORPORATION THE RIVERS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WESTON MA | 205 | $62.9M | $3.0M |
