Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nationwide Trust Co., FSB Nuveen Lifecycle Index 2040 Fund in their Schedule of Assets, totaling $1.7M 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 | RITE OF PASSAGE, INC. RITE OF PASSAGE, INC. 401K PLAN | MINDEN NV | 1,232 | $34.3M | $1.7M |
| 2 | RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOL, INC. RITE OF PASSAGE ADOLESCENT TREATMENT CENTERS AND SCHOOLS, INC. RETIREMENT & SAVINGS PLAN | MINDEN NV | 368 | $3.5M | $16K |
