Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Nuveen LfCycle Ix 2065 Retire in their Schedule of Assets, totaling $206K 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 | SOUTHWESTERN UNIVERSITY SOUTHWESTERN UNIVERSITY REGULAR RETIREMENT PLAN FOR ALL EMPLOYEES | GEORGETOWN TX | 461 | $117.0M | $92K |
| 2 | THE WINDWARD SCHOOL WINDWARD SCHOOL RETIREMENT PLAN | WHITE PLAINS NY | 445 | $87.0M | $74K |
| 3 | NEW YORK ACADEMY OF SCIENCES NEW YORK ACADEMY OF SCIENCES RA PLAN |
NEW YORK NY |
| 67 |
| $32.7M |
| $40K |
