Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Nuveen Lifecycle 2040 Retire - in their Schedule of Assets, totaling $15.0M 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 | HOPKINS SCHOOL HOPKINS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW HAVEN CT | 201 | $90.7M | $4.6M |
| 2 | WASHINGTON UNIVERSITY IN ST. LOUIS WASHINGTON UNIVERSITY RETIREMENT MEDICAL SAVINGS ACCOUNT PLAN | ST. LOUIS MO | 3,101 | $87.4M | $4.0M |
| 3 | SIMPSON COLLEGE |
INDIANOLA IA |
| 209 |
| $74.8M |
| $2.0M |
| 4 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH 403B PLAN | CAMBRIDGE MA | 316 | $55.5M | $1.7M |
| 5 | THE SCHENCK SCHOOL, INC. THE SCHENCK SCHOOL RETIREMENT PLAN | ATLANTA GA | 102 | $18.6M | $952K |
| 6 | SMITH COLLEGE SMITH COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHAMPTON MA | 1,903 | $628.7M | $548K |
| 7 | VALORUS VALORUS | SACRAMENTO CA | 24 | $1.8M | $479K |
| 8 | WASHINGTON AND LEE UNIVERSITY WASHINGTON AND LEE UNIVERSITY RETIREE HEALTH PLAN | LEXINGTON VA | 457 | $2.3M | $334K |
| 9 | COLD SPRING HARBOR LABORATORY COLD SPRING HARBOR LABORATORY TAX DEFERRED ANNUITY PLAN | COLD SPRING HARBOR NY | 1,133 | $114.1M | $327K |
| 10 | BOARD OF JEWISH EDUCATION, INC. BOARD OF JEWISH EDUCATION, INC SAVINGS PLAN | NEW YORK NY | 67 | $21.9M | $103K |
