Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 144 U.S. retirement plans report holding NUVEEN LC INDEX 2040 R6 in their Schedule of Assets, totaling $147.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOLLEY PERFORMANCE PRODUCTS, INC HOLLEY PERFORMANCE PRODUCTS, INC RETIREMENT ACCUMULATION PLAN | BOWLING GREEN KY | 1,324 | $83.2M | $9.3M |
| 2 | AZURITY PHARMACEUTICALS, INC. AZURITY PHARMACEUTICAL, INC. 401(K) PROFIT SHARING PLAN TRUST | WOBURN MA | 389 | $62.9M | $7.6M |
| 3 | MASTERCONTROL SOLUTIONS, INC. |
SALT LAKE CITY UT |
| 639 |
| $63.7M |
| $6.7M |
| 4 | ANSER ADVISORY, LLC. ANSER ADVISORY LLC 401K RETIREMENT PLAN | OCOEE FL | 960 | $65.2M | $5.3M |
| 5 | CARCO GROUP, INC. CARCO GROUP, INC. PROFIT SHARING AND 401(K) PLAN | EASTON MD | 566 | $37.4M | $4.8M |
| 6 | MARKON, LLC MARKON, LLC 401(K) PLAN | FALLS CHURCH VA | 318 | $42.3M | $4.4M |
| 7 | SATCO, INC. SATCO, INC. 401(K) RETIREMENT PLAN | EL SEGUNDO CA | 401 | $43.0M | $4.3M |
| 8 | LG CHEM AMERICA LG CHEM AMERICA 401(K) RETIREMENT PLAN AND TRUST | ATLANTA GA | 501 | $56.1M | $3.9M |
| 9 | DATADIRECT NETWORKS, INC. DATADIRECT NETWORKS, INC. PROFIT SHARING 401(K) PLAN | CHATSWORTH CA | 485 | $66.0M | $3.8M |
| 10 | PARADIGM TALENT AGENCY LLC PARADIGM TALENT AGENCY LLC 401(K) RETIREMENT PLAN | WEST HOLLYWOOD CA | 110 | $25.3M | $3.6M |
