Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American United Life Insurance Company Nuveen Lifecycle Idx 2040 R6 in their Schedule of Assets, totaling $2.5M 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 | JOHN FITZGIBBON MEMORIAL HOSPITAL INC. JOHN FITZGIBBON MEMORIAL HOSPITAL SECTION 403B RETIREMENT PLAN | MARSHALL MO | 440 | $15.6M | $1.4M |
| 2 | THE MONTPELIER FOUNDATION THE MONTPELIER FOUNDATION TDA PLAN | MONTPELIER STATION VA | 109 | $5.8M | $787K |
| 3 | TRINIDAD AREA HEALTH ASSOCIATION |
TRINIDAD CO |
| 223 |
| $9.2M |
| $187K |
| 4 | TRINIDAD AREA HEALTH ASSOCIATION MT. SAN RAFAEL HOSPITAL MATCHING RETIREMENT PLAN | TRINIDAD CO | 223 | $3.0M | $103K |
