Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle Retirement Income in their Schedule of Assets, totaling $1.4M 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 | MERCYHURST UNIVERSITY MERCYHURST UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ERIE PA | 404 | $87.6M | $1.3M |
| 2 | CHICAGO HORTICULTURAL SOCIETY CHICAGO HORTICULTURAL SOCIETY 403(B) RETIREMENT PLAN | GLENCOE IL | 487 | $56.6M | $67K |
| 3 | UNIVERSITY OF INDIANAPOLIS |
INDIANAPOLIS IN |
| 1,564 |
| $172.5M |
| $7K |
