Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Nuveen Lifecycle 2040 Mutual Fund N/A in their Schedule of Assets, totaling $560K 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 | NAROPA UNIVERSITY NAROPA UNIVERSITY DEFINED CONTRIBUTION PLAN | BOULDER CO | 196 | $18.4M | $560K |
