Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lifecycle Index 2040 R6 Nuveen in their Schedule of Assets, totaling $3.3M 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 | SUNSHINE QUALITY SOLUTIONS, LLC SUNSHINE QUALITY SOLUTIONS 401(K) PLAN | DONALDSONVILLE LA | 277 | $18.5M | $2.4M |
| 2 | EXCELSIOR ACADEMY EXCELSIOR ACADEMY RETIREMENT PLAN | ERDA UT | 148 | $6.3M | $921K |
