Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA-CREF Nuveen LfCycle Ix 2020 Retire 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KENT PLACE SCHOOL KENT PLACE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SUMMIT NJ | 229 | $69.4M | $1.6M |
| 2 | THE MARSHALL SCHOOL THE MARSHALL SCHOOL DC PLAN | DULUTH MN | 95 | $11.6M | $166K |
| 3 | INSTITUTE FOR POPULATION HEALTH, INC. INSTITUTE FOR POPULATION HEALTH,INC.403 B PLAN405975 |
DETROIT MI |
| 80 |
| $1.0M |
| $63K |
