Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Nuveen Nuveen LfCycle Ix 2060 R6 in their Schedule of Assets, totaling $9.3M 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 | $3.6M |
| 2 | HORACE MANN SCHOOL HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN | BRONX NY | 426 | $252.2M | $2.0M |
| 3 | ASIAN HEALTH SERVICES ASIAN HEALTH SERVICES 403(B) PLAN |
OAKLAND CA |
| 672 |
| $101.4M |
| $988K |
| 4 | ETHICAL CULTURE FIELDSTON SCHOOL ETHICAL CULTURE FIELDSTON SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 388 | $206.3M | $880K |
| 5 | FLINTRIDGE PREPARATORY SCHOOL FLINTRIDGE PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LACANADA CA | 124 | $40.7M | $510K |
| 6 | SAINT DAVID'S SCHOOL SAINT DAVID'S SCHOOL RETIREMENT PLAN | NEW YORK NY | 157 | $73.0M | $439K |
| 7 | UB FOUNDATION ACTIVITIES, INC. UB FOUNDATION ACTIVITIES, INC. RETIREMENT PLAN | BUFFALO NY | 418 | $114.6M | $344K |
| 8 | KATHERINE DELMAR BURKE SCHOOL KATHERINE DELMAR BURKE SCHOOL DC AND TDA 403(B) PLANS | SAN FRANCISCO CA | 97 | $31.4M | $180K |
| 9 | THE MCGILLIS SCHOOL MCGILLIS SCHOOL DEFINED CONTRIBUTION PLAN | SALT LAKE CITY UT | 136 | $10.0M | $113K |
| 10 | VISTAMAR SCHOOL VISTAMAR SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EL SEGUNDO CA | 55 | $11.8M | $91K |
