Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index Retirement Income Fund in their Schedule of Assets, totaling $1.5M 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 | MOR FURNITURE FOR LESS, INC. MOR FURNITURE FOR LESS, INC. EMPLOYEE EMPLOYEE SAVINGS PLAN | SAN DIEGO CA | 476 | $40.9M | $702K |
| 2 | FRIENDS SELECT SCHOOL FRIENDS SELECT SCHOOL RETIREMENT PLAN | PHILADELPHIA PA | 137 | $42.6M | $366K |
| 3 | PENNSYLVANIA ACADEMY OF THE FINE ARTS |
PHILADELPHIA PA |
| 77 |
| $13.8M |
| $285K |
| 4 | INTERFAITH MINISTRIES FOR GREATER HOUSTON INTERFAITH MINISTRIES FOR GREATER HOUSTON 403(B) PLAN | HOUSTON TX | 298 | $5.2M | $121K |
| 5 | ALLEY THEATRE ALLEY THEATRE 401(K) RETIREMENT PLAN | HOUSTON TX | 280 | $9.2M | $5K |
| 6 | ROEPER CITY AND COUNTRY SCHOOL DBA THE ROEPER SCHOOL THE ROEPER SCHOOL SAVINGS AND MATCH PLAN | BLOOMFIELD HILLS MI | 103 | $21.3M | $1K |
