Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index 2045 Fund in their Schedule of Assets, totaling $21.0M 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 | $9.2M |
| 2 | THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS TX | 328 | $47.4M | $3.6M |
| 3 | NEW WORLD MEDICAL NEW WORLD MEDICAL 401(K) PLAN |
RANCHO CUCAMONGA CA |
| 198 |
| $20.3M |
| $1.7M |
| 4 | FRIENDS SELECT SCHOOL FRIENDS SELECT SCHOOL RETIREMENT PLAN | PHILADELPHIA PA | 137 | $42.6M | $1.6M |
| 5 | MOR FURNITURE FOR LESS, INC. MOR FURNITURE FOR LESS, INC. EMPLOYEE EMPLOYEE SAVINGS PLAN | SAN DIEGO CA | 476 | $40.9M | $1.3M |
| 6 | ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 124 | $26.9M | $1.2M |
| 7 | PENNSYLVANIA ACADEMY OF THE FINE ARTS PENNSYLVANIA ACADEMY OF THE FINE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 77 | $13.8M | $649K |
| 8 | ALLEY THEATRE ALLEY THEATRE 401(K) RETIREMENT PLAN | HOUSTON TX | 280 | $9.2M | $591K |
| 9 | INTERFAITH MINISTRIES FOR GREATER HOUSTON INTERFAITH MINISTRIES FOR GREATER HOUSTON 403(B) PLAN | HOUSTON TX | 298 | $5.2M | $370K |
| 10 | ADJOIN ADJOIN 403(B) PLAN | SAN DIEGO CA | 267 | $4.0M | $275K |
