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 2065-Retirement in their Schedule of Assets, totaling $131K 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 | FRANKLIN ROAD ACADEMY TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY | NASHVILLE TN | 196 | $27.3M | $60K |
| 2 | ASSOCIATION OF PUBLIC AND LAND- GRANT UNIVERSITIES (APLU) ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES (APLU) TDA PLAN | WASHINGTON DC | 60 | $12.4M | $45K |
| 3 | OLD TRAIL SCHOOL |
BATH OH |
| 96 |
| $17.0M |
| $24K |
| 4 | ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES ASSOCIATION OF PUBLIC AND LAND-GRANT UNIVERSITIES APLU-DC PLAN | WASHINGTON DC | 45 | $13.4M | $3K |
