Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Ix 2025 R6 in their Schedule of Assets, totaling $1.8M 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 | COUNCIL ON FOREIGN RELATIONS COUNCIL ON FOREIGN RELATIONS 403(B) RETIREMENT PLAN | NEW YORK NY | 371 | $164.6M | $892K |
| 2 | NAVAL ACADEMY ATHLETIC ASSOCIATION NAVAL ACADEMY ATHLETIC ASSOCIATION RETIREMENT PLAN | ANNAPOLIS MD | 213 | $63.3M | $755K |
| 3 | WESTSIDE NEIGHBORHOOD SCHOOL |
LOS ANGELES CA |
| 164 |
| $18.6M |
| $147K |
