Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Lifecycle Index Retirement Income in their Schedule of Assets, totaling $945K 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 | HIGHLAND HOSPITAL OF ROCHESTER HIGHLAND RETIREMENT PLAN | ROCHESTER NY | 3,443 | $160.1M | $400K |
| 2 | NEWPORT HARBOR CORPORATION NEWPORT HARBOR CORPORATION EMPLOYEES RETIREMENT SAVINGS PLAN | WARWICK RI | 1,207 | $12.3M | $250K |
| 3 | THE EPISCOPAL ACADEMY THE EPISCOPAL ACADEMY 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN |
NEWTOWN SQUARE PA |
| 344 |
| $58.3M |
| $129K |
| 4 | OTTAWA UNIVERSITY OTTAWA UNIVERSITY DC PLAN | OTTAWA KS | 392 | $41.3M | $60K |
| 5 | PRIMARK US CORP. PRIMARK US 401(K) PLAN | BOSTON MA | 1,681 | $22.7M | $51K |
| 6 | EDUCAUSE EDUCAUSE DC PLAN | BOULDER CO | 83 | $48.0M | $47K |
| 7 | JAMES RIVER CARRIERS LLC JAMES RIVER CARRIERS 401(K) PLAN | NORTH CHESTERFIELD VA | 122 | $1.4M | $4K |
| 8 | SIMAREN CORPORATION WISDOM PROTECTIVE SERVICES RETIREMENT PLAN | WESTBURY NY | 415 | $2.5M | $3K |
| 9 | NEW YORK STEM CELL FOUNDATION NEW YORK STEM CELL FOUNDATION 403(B) PLAN | NEW YORK NY | 84 | $13.4M | $361 |
| 10 | KECH INC KECH INC 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSBURG KY | 411 | $692K | $176 |
