Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding No Nuveen Lifcyc In 2040 F R6 Mutual Fund in their Schedule of Assets, totaling $345K 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 | MCLAUGHLIN & STERN, LLP MCLAUGHLIN & STERN, LLP 401(K) PLAN | NEW YORK NY | 173 | $65.1M | $345K |
