Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Nuveen Asset Management Nuveen TIAA Lifecycle Index 2040 Class R in their Schedule of Assets, totaling $6.4M 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 | MEDICAL MANAGEMENT RESOURCE GROUP, LLC AMERICAN VISION PARTNERS 401(K) PLAN | PHOENIX AZ | 1,965 | $71.6M | $6.4M |
