Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Lifecycle Ix 2010 R6 in their Schedule of Assets, totaling $1.1M 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 | COLLEGE BOARD COLLEGE ENTRANCE EXAMINATION BOARD TAX-DEFERRED ANNUITY PLAN | NEW YORK NY | 1,979 | $549.1M | $808K |
| 2 | VIEWPOINT EDUCATIONAL FOUNDATION VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN | CALABASAS CA | 278 | $75.1M | $124K |
| 3 | MORRISTOWN BEARD SCHOOL |
MORRISTOWN NJ |
| 216 |
| $51.7M |
| $92K |
| 4 | BROOKLYN HEIGHTS MONTESSORI SCHOOL SECTION 403(B) RETIREMENT PLAN FOR BROOKLYN HEIGHTS MONTESSORI SCHOOL | BROOKLYN NY | 66 | $8.5M | $54K |
| 5 | THE LEFFELL SCHOOL THE LEFFELL SCHOOL RETIREMENT PLAN | HARTSDALE NY | 225 | $42.9M | $36K |
