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 2050 R6 in their Schedule of Assets, totaling $7.5M 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 | COUNCIL ON FOREIGN RELATIONS COUNCIL ON FOREIGN RELATIONS 403(B) RETIREMENT PLAN | NEW YORK NY | 371 | $164.6M | $4.0M |
| 2 | WESTSIDE NEIGHBORHOOD SCHOOL WESTSIDE NEIGHBORHOOD SCHOOL 403(B) DC PLAN | LOS ANGELES CA | 164 | $18.6M | $3.1M |
| 3 | NAVAL ACADEMY ATHLETIC ASSOCIATION |
ANNAPOLIS MD |
| 213 |
| $63.3M |
| $321K |
