Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Nuveen LfCyc Ix Ret Inc R6 in their Schedule of Assets, totaling $2.4M 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 | ASIAN HEALTH SERVICES ASIAN HEALTH SERVICES 403(B) PLAN | OAKLAND CA | 672 | $101.4M | $1.1M |
| 2 | ETHICAL CULTURE FIELDSTON SCHOOL ETHICAL CULTURE FIELDSTON SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 388 | $206.3M | $519K |
| 3 | HORACE MANN SCHOOL HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN |
BRONX NY |
| 426 |
| $252.2M |
| $440K |
| 4 | PHILADELPHIA UNIVERSITY PHILADELPHIA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 529 | $137.6M | $358K |
| 5 | UB FOUNDATION ACTIVITIES, INC. UB FOUNDATION ACTIVITIES, INC. RETIREMENT PLAN | BUFFALO NY | 418 | $114.6M | $3K |
