Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen LfCycle Ix 2040 Retire Mutual fund in their Schedule of Assets, totaling $9.4M 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 | CONNECTICUT INSTITUTE FOR THE BLIND CONNECTICUT INSTITUTE FOR THE BLIND, INC. SECTION 403(B) PLAN | HARTFORD CT | 1,007 | $77.5M | $4.2M |
| 2 | THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN NJ | 99 | $40.6M | $2.2M |
| 3 | MARIN COUNTRY DAY SCHOOL MARIN COUNTRY DAY SCHOOL DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN |
CORTE MADERA CA |
| 205 |
| $65.3M |
| $1.8M |
| 4 | DUNN SCHOOL DUNN SCHOOL DC RETIREMENT PLAN | LOS OLIVOS CA | 64 | $17.0M | $1.0M |
| 5 | RUMSEY HALL SCHOOL RUMSEY HALL SCHOOL 403(B) DC PLAN | WASHINGTON DEPOT CT | 100 | $19.9M | $90K |
| 6 | AMATO'S SANDWICH SHOPS, INC. AMATO'S PROFIT SHARING PLAN | PORTLAND ME | 113 | $2.7M | $90K |
