Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Nuveen Lifecycle 2020 - in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF GRINNELL COLLEGE GRINNELL COLLEGE EMPLOYEES RETIREMENT SAVINGS PLAN | GRINNELL IA | 869 | $374.4M | $3.7M |
| 2 | CARROLL COLLEGE CARROLL COLLEGE 403(B) PLAN | HELENA MT | 268 | $55.3M | $1.4M |
| 3 | THE BREARLEY SCHOOL THE BREARLEY SCHOOL RETIREMENT PLAN |
NEW YORK NY |
| 364 |
| $139.1M |
| $1.0M |
| 4 | SAINT MARYS SCHOOL SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN | RALEIGH NC | 94 | $20.4M | $240K |
