Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index 2030 Fund in their Schedule of Assets, totaling $23.2M 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 | THE DALTON SCHOOLS, INC. THE DALTON SCHOOLS, INC. RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 370 | $260.5M | $5.7M |
| 2 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $4.6M |
| 3 | MOR FURNITURE FOR LESS, INC. |
SAN DIEGO CA |
| 476 |
| $40.9M |
| $4.0M |
| 4 | INTERFAITH MINISTRIES FOR GREATER HOUSTON INTERFAITH MINISTRIES FOR GREATER HOUSTON 403(B) PLAN | HOUSTON TX | 298 | $5.2M | $1.4M |
| 5 | FRIENDS SELECT SCHOOL FRIENDS SELECT SCHOOL RETIREMENT PLAN | PHILADELPHIA PA | 137 | $42.6M | $1.3M |
| 6 | LA FAMILIA MEDICAL CENTER LA FAMILIA MEDICAL CENTER 403(B) TAX DEFERRED RETIREMENT PLAN | SANTA FE NM | 163 | $12.5M | $1.3M |
| 7 | WINCHENDON SCHOOL WINCHENDON SCHOOL 403(B) RETIREMENT PLAN | WINCHENDON MA | 151 | $15.7M | $1.2M |
| 8 | ALLEY THEATRE ALLEY THEATRE 401(K) RETIREMENT PLAN | HOUSTON TX | 280 | $9.2M | $1.1M |
| 9 | PENNSYLVANIA ACADEMY OF THE FINE ARTS PENNSYLVANIA ACADEMY OF THE FINE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 77 | $13.8M | $674K |
| 10 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $663K |
