Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Lifecycle 2040 Retire Registered investment company in their Schedule of Assets, totaling $2.4M 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 | KAI MING, INC. KAI MING, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 170 | $21.6M | $1.9M |
| 2 | CHARLES F. KETTERING FOUNDATION CHARLES F. KETTERING FOUNDATION DEFERRED COMPENSATION PLAN | DAYTON OH | 40 | $28.6M | $486K |
