Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Retirement Income in their Schedule of Assets, totaling $913K 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 | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE TAX DEFERRED ANNUITY PLAN | LA JOLLA CA | 493 | $218.6M | $820K |
| 2 | MONARCH HEALTHCARE MANAGEMENT, LLC MONARCH HEALTHCARE 401(K) PLAN | MANKATO MN | 5,522 | $34.8M | $66K |
| 3 | THE BREARLEY SCHOOL |
NEW YORK NY |
| 364 |
| $139.1M |
| $27K |
