Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 18 Principal Trust Company Nuveen TIAALfcy Idx 2040 Inst in their Schedule of Assets, totaling $1.5M 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 | PROTEOR USA, LLC PROTEOR 401(K) PLAN | TEMPE AZ | 165 | $10.3M | $1.5M |
