Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen LfCycle Ix 2040 Retire in their Schedule of Assets, totaling $2.1M 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 | BERKELEY REPERTORY THEATRE BERKELEY REPERTORY THEATRE 403(B) PLAN | BERKELEY CA | 77 | $11.3M | $959K |
| 2 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $646K |
| 3 | NEW YORK COLLEGE OF PODIATRIC MEDICINE NEW YORK COLLEGE OF PODIATRIC MEDICINE 403(B) TDA PLAN |
NEW YORK NY |
| 145 |
| $22.4M |
| $198K |
| 4 | JOHNSON C SMITH UNIVERSITY JOHNSON C. SMITH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLOTTE NC | 445 | $39.8M | $184K |
| 5 | NEW YORK COLLEGE OF PODIATRIC MEDICINE NEW YORK COLLEGE OF PODIATRIC MEDICINE 403(B) DC RETIREMENT PLAN | NEW YORK NY | 188 | $19.7M | $133K |
