Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Nuveen Nuveen LfCycle Ix 2035 R6 in their Schedule of Assets, totaling $43.7M 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 | NATIONAL UNIVERSITY NATIONAL UNIVERSITY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 6,174 | $319.3M | $10.7M |
| 2 | ETHICAL CULTURE FIELDSTON SCHOOL ETHICAL CULTURE FIELDSTON SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 388 | $206.3M | $7.2M |
| 3 | UB FOUNDATION ACTIVITIES, INC. |
BUFFALO NY |
| 418 |
| $114.6M |
| $6.1M |
| 4 | HORACE MANN SCHOOL HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN | BRONX NY | 426 | $252.2M | $5.0M |
| 5 | ASIAN HEALTH SERVICES ASIAN HEALTH SERVICES 403(B) PLAN | OAKLAND CA | 672 | $101.4M | $2.8M |
| 6 | CONNECTICUT ASSOCIATION OF INDEPENDENT SCHOOLS, INC CAIS MULTIPLE EMPLOYER PLAN | MYSTIC CT | 1,195 | $256.8M | $2.8M |
| 7 | TREVOR DAY SCHOOL TREVOR DAY SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 185 | $73.6M | $1.6M |
| 8 | SAINT DAVID'S SCHOOL SAINT DAVID'S SCHOOL RETIREMENT PLAN | NEW YORK NY | 157 | $73.0M | $1.5M |
| 9 | MAINE COLLEGE OF ART AND DESIGN MAINE COLLEGE OF ART AND DESIGN 403(B) PLAN | PORTLAND ME | 93 | $16.2M | $1.1M |
| 10 | FLINTRIDGE PREPARATORY SCHOOL FLINTRIDGE PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LACANADA CA | 124 | $40.7M | $1.1M |
