Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Lifecycle Ix 2030 R6 in their Schedule of Assets, totaling $30.7M 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 | COLLEGE BOARD COLLEGE ENTRANCE EXAMINATION BOARD TAX-DEFERRED ANNUITY PLAN | NEW YORK NY | 1,979 | $549.1M | $24.1M |
| 2 | VIEWPOINT EDUCATIONAL FOUNDATION VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN | CALABASAS CA | 278 | $75.1M | $1.7M |
| 3 | MORRISTOWN BEARD SCHOOL |
MORRISTOWN NJ |
| 216 |
| $51.7M |
| $1.5M |
| 4 | BROOKLYN HEIGHTS MONTESSORI SCHOOL SECTION 403(B) RETIREMENT PLAN FOR BROOKLYN HEIGHTS MONTESSORI SCHOOL | BROOKLYN NY | 66 | $8.5M | $1.1M |
| 5 | THE NIGHTINGALE-BAMFORD SCHOOL THE NIGHTINGALE-BAMFORD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 207 | $110.3M | $942K |
| 6 | THE LEFFELL SCHOOL THE LEFFELL SCHOOL RETIREMENT PLAN | HARTSDALE NY | 225 | $42.9M | $816K |
| 7 | MID-PACIFIC INSTITUTE MID-PACIFIC INSTITUTE 403(B) RETIREMENT PLAN | HONOLULU HI | 216 | $84.0M | $504K |
