Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AUL American Unit Trust Nuveen Lifecycle IDX 2040 I in their Schedule of Assets, totaling $720K 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 | COLORADO WEST INC. MIND SPRINGS EMPLOYEE RETIREMENT PLAN | GRAND JUNCTION CO | 465 | $11.0M | $720K |
