Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Nuveen Lifecycl Index 2040 R6 in their Schedule of Assets, totaling $48.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE RMR GROUP LLC THE RMR GROUP LLC 401(K) RETIREMENT PLAN | NEWTON MA | 1,024 | $143.2M | $13.9M |
| 2 | CYRUSONE LLC CYRUSONE 401(K) SAVINGS PLAN | DALLAS TX | 480 | $64.4M | $7.8M |
| 3 | ND PAPER INC. ND PAPER RETIREMENT PLAN | OAK BROOK |
| 330 |
| $85.1M |
| $6.4M |
| 4 | ND PAPER INC. ND PAPER 401(K) SAVINGS PLAN | OAK BROOK IL | 580 | $131.2M | $5.1M |
| 5 | FIVE GUYS ENTERPRISES LLC FIVE GUYS ENTERPRISES, LLC 401(K) PLAN | ALEXANDRIA VA | 2,261 | $43.5M | $4.5M |
| 6 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $2.8M |
| 7 | RYZE CLAIM SOLUTIONS LLC RYZE CLAIM SOLUTIONS 401(K) PLAN | NOBLESVILLE IN | 182 | $14.9M | $1.1M |
| 8 | UNITED MUSCULOSKELETAL PARTNERS, LLC UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN | ATLANTA GA | 2,243 | $359.1M | $997K |
| 9 | DOLAN'S OF CONCORD/PINOLE DOLAN'S OF CONCORD/PINOLE 401(K) PLAN | PLEASANT HILL CA | 99 | $11.2M | $732K |
| 10 | SALEM HOLDING COMPANY SALEM HOLDING COMPANY 401(K) PROFIT SHARING PLAN | WINSTON-SALEM NC | 828 | $34.8M | $651K |
