Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Lifecycle 2040 Retire Mutual fund - in their Schedule of Assets, totaling $12.2M 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 | MERRIMACK COLLEGE MERRIMACK COLLEGE 403(B) RETIREMENT PLAN | NORTH ANDOVER MA | 1,171 | $184.6M | $8.0M |
| 2 | GORDON COLLEGE GORDON COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | WENHAM MA | 344 | $108.2M | $2.9M |
| 3 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST |
HOUSTON TX |
| 165 |
| $50.3M |
| $527K |
| 4 | THE HARKER SCHOOL THE HARKER SCHOOL 403(B) TAX DEFERRED ANNUITY PLAN | SAN JOSE CA | 784 | $68.2M | $305K |
| 5 | FORT WORTH COUNTRY DAY SCHOOL FORT WORTH COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FORT WORTH TX | 217 | $43.2M | $279K |
| 6 | THE FAY SCHOOL THE FAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SOUTHBOROUGH MA | 148 | $40.2M | $87K |
| 7 | RENBROOK SCHOOL, INC. RENBROOK SCHOOL 403(B) RETIREMENT PLAN | WEST HARTFORD CT | 95 | $29.1M | $53K |
| 8 | SOUTH TEXAS COLLEGE OF LAW HOUSTON SOUTH TEXAS COLLEGE OF LAW HOUSTON 403(B) PLAN | HOUSTON TX | 348 | $22.0M | $34K |
| 9 | TUFTS MEDICAL CENTER, INC. TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) | BOSTON MA | 1,702 | $372.5M | $2K |
