Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Lifecycle 2040-Prem in their Schedule of Assets, totaling $3.9M 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 | BELLARMINE UNIVERSITY BELLARMINE UNIVERSITY DEFINED CONTRIBUTION PLAN | LOUISVILLE KY | 465 | $104.0M | $3.0M |
| 2 | BELLARMINE UNIVERSITY BELLARMINE UNIVERSITY TAX DEFERRED ANNUITY PLAN | LOUISVILLE KY | 437 | $30.2M | $900K |
