Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index 2035-Retirement in their Schedule of Assets, totaling $2.5M 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 | OLD TRAIL SCHOOL OLD TRAIL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BATH OH | 96 | $17.0M | $1.8M |
| 2 | FRANKLIN ROAD ACADEMY TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY | NASHVILLE TN | 196 | $27.3M | $326K |
| 3 | ASSOCIATION OF PUBLIC AND LAND- GRANT UNIVERSITIES (APLU) |
WASHINGTON DC |
| 60 |
| $12.4M |
| $266K |
| 4 | ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES APLU-DC PLAN | WASHINGTON DC | 45 | $13.4M | $150K |
