Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Nuveen Lifcyc In 2040 F R6 Pooled separate account in their Schedule of Assets, totaling $2.6M 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 | EVENSONBEST, LLC EVENSONBEST, LLC, 401(K) PLAN | NEW YORK NY | 236 | $28.1M | $2.5M |
| 2 | BARKLEY AG ENTERPRISES, LLC BARKLEY AG ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT | YUMA AZ | 449 | $10.2M | $40K |
| 3 | OSWEGO COUNTY OPPORTUNITIES, INC. OSWEGO COUNTY OPPORTUNITIES, INC. EMPLOYEES' DEFERRED ANNUITY PLAN |
FULTON NY |
| 525 |
| $18.3M |
| $21K |
| 4 | SILVER LAKE SPECIALIZED REHABILITATION & CARE CENTER SILVER LAKE SPECIALIZED REHABILITATION & CARE CENTER 401(K) PLAN | STATEN ISLAND NY | 79 | $4.7M | $13K |
