Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA-CREF Nuveen Lfcycle Ix 2055 R6 in their Schedule of Assets, totaling $13.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOVA SOUTHEASTERN UNIVERSITY, INC. NOVA SOUTHEASTERN UNIVERSITY 401(K) PLAN | FORT LAUDERDALE FL | 4,785 | $560.5M | $8.2M |
| 2 | TEACHER'S COLLEGE, COLUMBIA UNIVERSITY TEACHER'S COLLEGE, COLUMBIA UNIVERSITY DC RETIREMENT PLAN | NEW YORK NY | 2,205 | $563.9M | $4.0M |
| 3 | BATON ROUGE CHRISTIAN EDUCATION FOUNDATION, INC. |
BATON ROUGE LA |
| 135 |
| $13.5M |
| $444K |
| 4 | UNITED NEGRO COLLEGE FUND, INC. UNITED NEGRO COLLEGE FUND DC RETIREMENT PLAN | WASHINGTON DC | 408 | $44.2M | $416K |
| 5 | THE ASHEVILLE SCHOOL THE ASHEVILLE SCHOOL RETIREMENT PLAN | ASHEVILLE NC | 137 | $30.9M | $315K |
| 6 | THE BEMENT SCHOOL BEMENT SCHOOL DEFINED CONTRIBUTION 403(B) PLAN | DEERFIELD MA | 74 | $12.7M | $102K |
| 7 | NOVA SOUTHEASTERN UNIVERSITY, INC. NOVA SOUTHEASTERN UNIVERSITY 403(B) PLAN (F/K/A NOVA SOUTHEASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN) | FORT LAUDERDALE FL | 1,405 | $467.3M | $42K |
