Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Nuveen LfCycInd 2040 Inst Registered Investment Companies in their Schedule of Assets, totaling $230K 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 | SOUTHWEST SERVICE ADMINISTRATORS INC SOUTHWEST SERVICE ADMINISTRATORS INC. BARGAINING DIVISION 401(K) PLAN | PHOENIZ AZ | 198 | $3.8M | $230K |
