Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Nuveen Lifecycle 2065 Fund in their Schedule of Assets, totaling $294K 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 | $167K |
| 2 | COLLEGIATE SCHOOL COLLEGIATE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 207 | $135.8M | $51K |
| 3 | ALBUQUERQUE ACADEMY |
ALBUQUERQUE NM |
| 257 |
| $82.6M |
| $31K |
| 4 | COUNSELING CONNECTION, INC. COUNSELING CONNECTION, INC. 401(K) SAVINGS PLAN | LIBERTYVILLE IL | 261 | $7.7M | $23K |
| 5 | UNIVERSITY OF HARTFORD UNIVERSITY OF HARTFORD DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY RETIREMENT PLAN | WEST HARTFORD CT | 777 | $457.5M | $23K |
