Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Asset Management Nuveen Lifecycl Index 2040 R6 in their Schedule of Assets, totaling $5.2M 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 | NATIONAL 4-H COUNCIL NATIONAL 4-H COUNCIL 403(B) PLAN | WASHINGTON DC | 125 | $15.3M | $3.2M |
| 2 | WOMEN IN NEED WOMEN IN NEED 403(B) RETIREMENT PLAN | NEW YORK NY | 783 | $8.5M | $1.1M |
| 3 | BIP ALIGNED EQUITY HOLDINGS LLC ALIGNED EQUITY HOLDINGS 401(K) PLAN |
BOSTON MA |
| 383 |
| $11.9M |
| $509K |
| 4 | KPRS CONSTRUCTION KPRS 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 330 | $31.4M | $403K |
