Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Asset Management Nuveen Lifecycle Index 2040 R6 in their Schedule of Assets, totaling $16.2M 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 | AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANY AMERICAN EQUITY INVESTMENT PROFIT SHARING AND 401(K) PLAN | WEST DES MOINES IA | 840 | $152.8M | $12.9M |
| 2 | MT. PARAN CHRISTIAN SCHOOL, INC. MOUNT PARAN CHRISTIAN SCHOOL 403(B) PLAN | KENNESAW GA | 288 | $15.3M | $2.4M |
| 3 | LM SERVICES CORPORATION |
ST. LOUIS MO |
| 2,882 |
| $9.3M |
| $887K |
