Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen LifeCycle Ix 2030 R6 in their Schedule of Assets, totaling $3.6M 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 | MORRISTOWN BEARD SCHOOL MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MORRISTOWN NJ | 216 | $51.7M | $1.5M |
| 2 | BROOKLYN HEIGHTS MONTESSORI SCHOOL SECTION 403(B) RETIREMENT PLAN FOR BROOKLYN HEIGHTS MONTESSORI SCHOOL | BROOKLYN NY | 66 | $8.5M | $1.1M |
| 3 | THE NIGHTINGALE-BAMFORD SCHOOL |
NEW YORK NY |
| 207 |
| $110.3M |
| $942K |
