Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Nuveen Lifecycle 2035 Fund in their Schedule of Assets, totaling $19.1M 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 | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE TAX DEFERRED ANNUITY PLAN | LA JOLLA CA | 493 | $218.6M | $8.3M |
| 2 | UNIVERSITY OF HARTFORD UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN | WEST HARTFORD CT | 777 | $457.5M | $7.0M |
| 3 |
NEW YORK NY |
| 207 |
| $135.8M |
| $2.3M |
| 4 | ALBUQUERQUE ACADEMY ALBUQUERQUE ACADEMY RETIREMENT PLAN | ALBUQUERQUE NM | 257 | $82.6M | $1.2M |
| 5 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $166K |
| 6 | AVON OLD FARMS SCHOOL , INC. AVON OLD FARMS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | AVON CT | 194 | $56.2M | $40K |
| 7 | COUNSELING CONNECTION, INC. COUNSELING CONNECTION, INC. 401(K) SAVINGS PLAN | LIBERTYVILLE IL | 261 | $7.7M | $37K |
