Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen Lifecycle 2040-Rtmt in their Schedule of Assets, totaling $16.7M 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 | WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH RETIREMENT PLAN FOR EMPLOYEES OF WHITEHEAD INSTI- TUTE FOR BIOMEDICAL RESEARCH | CAMBRIDGE MA | 334 | $98.6M | $4.4M |
| 2 | DICKINSON COLLEGE DICKINSON COLLEGE TAX DEFERRED ANNUITY PLAN | CARLISLE PA | 1,013 | $142.6M | $3.8M |
| 3 | CALDWELL UNIVERSITY |
CALDWELL NJ |
| 167 |
| $58.1M |
| $3.4M |
| 4 | CARTHAGE COLLEGE CARTHAGE COLLEGE DEFINED CONTRIBUTION PLAN | KENOSHA WI | 510 | $131.4M | $2.7M |
| 5 | UNIVERSITY PHYSICIANS OF BROOKLYN, INC. UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST | BROOKLYN NY | 437 | $57.7M | $1.6M |
| 6 | SEWICKLEY ACADEMY SEWICKLEY ACADEMY DC PLAN | SEWICKLEY PA | 151 | $41.9M | $451K |
| 7 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $173K |
| 8 | DETROIT SYMPHONY ORCHESTRA, INC. DETROIT SYMPHONY ORCHESTRA, INC. NON-MUSICIANS' TAX DEFERRED ACCOUNT PLAN | DETROIT MI | 94 | $5.2M | $137K |
