Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Lifecycle 2040-Retirement Fund in their Schedule of Assets, totaling $64.6M 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 | THE CHARLES STARK DRAPER LABORATORY, INC. RETIREMENT PLAN FOR DRAPER EMPLOYEES | CAMBRIDGE MA | 2,451 | $1.3B | $42.5M |
| 2 | ANALYTIC SERVICES INC. ANALYTIC SERVICES INC. DEFINED CONTRIBUTION RETIREMENT PLAN | ARLINGTON VA | 548 | $226.1M | $11.2M |
| 3 | HUMAN RESOURCES RESEARCH ORG. |
ALEXANDRIA VA |
| 261 |
| $91.6M |
| $2.9M |
| 4 | RHODE ISLAND SCHOOL OF DESIGN RHODE ISLAND SCHOOL OF DESIGN RETIREMENT PLAN | PROVIDENCE RI | 1,446 | $277.4M | $1.7M |
| 5 | ORAL ROBERTS UNIVERSITY ORAL ROBERTS UNIVERSITY RETIREMENT PLAN | TULSA OK | 483 | $74.7M | $1.6M |
| 6 | RADIOLOGICAL SOCIETY OF NORTH AMERICA RADIOLOGICAL SOCIETY OF NORTH AMERICA DEFINED CONTRIBUTION RETIREMENT PLAN | OAK BROOK IL | 273 | $80.1M | $1.5M |
| 7 | THE IDEAL SCHOOL OF MANHATTAN THE IDEAL SCHOOL OF MANHATTAN TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 83 | $2.9M | $939K |
| 8 | THE IDEAL SCHOOL OF MANHATTAN THE IDEAL SCHOOL OF MANHATTAN DEFINED CONTRIBUTION PLAN | NEW YORK NY | 62 | $2.1M | $790K |
| 9 | NEW ENGLAND CONSERVATORY NEW ENGLAND CONSERVATORY OF MUSIC 403(B) PLAN | BOSTON MA | 604 | $78.3M | $766K |
| 10 | BRIGHAM YOUNG UNIVERSITY - UTAH BRIGHAM YOUNG UNIVERSITY TAX-DEFERRED ANNUITY PLAN | PROVO UT | 325 | $188.7M | $766K |
