Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Lifecycle 2040-Retirement in their Schedule of Assets, totaling $7.5M 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 | TRANSYLVANIA UNIVERSITY TRANSYLVANIA UNIVERSITY RETIREMENT PLAN | LEXINGTON KY | 412 | $77.6M | $2.8M |
| 2 | CHICAGO HORTICULTURAL SOCIETY CHICAGO HORTICULTURAL SOCIETY 403(B) RETIREMENT PLAN | GLENCOE IL | 487 | $56.6M | $2.0M |
| 3 | LA JOLLA COUNTRY DAY SCHOOL |
LA JOLLA CA |
| 249 |
| $91.8M |
| $1.3M |
| 4 | FRANKLIN UNIVERSITY FRANKLIN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | COLUMBUS OH | 548 | $114.3M | $1.2M |
| 5 | FRANKLIN UNIVERSITY FRANKLIN UNIVERSITY TAX DEFERRED ANNUITY PLAN | COLUMBUS OH | 241 | $19.2M | $201K |
