Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifecycle Ret Inc Rtmt in their Schedule of Assets, totaling $978K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WASHINGTON UNIVERSITY IN ST. LOUIS WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN | ST. LOUIS MO | 3,101 | $87.4M | $854K |
| 2 | HOPKINS SCHOOL HOPKINS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW HAVEN CT | 201 | $90.7M | $88K |
| 3 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH |
CAMBRIDGE MA |
| 316 |
| $55.5M |
| $21K |
| 4 | SIMPSON COLLEGE SIMPSON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANOLA IA | 209 | $74.8M | $15K |