Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Funds Nuveen Lifecycle Index 2040 Fund in their Schedule of Assets, totaling $605K 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 | MASTERS GALLERY FOODS, INC. MASTERS GALLERY FOODS, INC. RETIREMENT SAVINGS PLAN | PLYMOUTH WI | 1,023 | $80.5M | $551K |
| 2 | KC BELL, INC. KC BELL, INC. 401(K) PLAN | WICHITA KS | 277 | $3.9M | $54K |
