Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle 2040 Variable annuity account in their Schedule of Assets, totaling $558K 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 | EVERGREEN CENTER, INC. EVERGREEN CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MILFORD MA | 201 | $10.3M | $219K |
| 2 | CRITERION CHILD ENRICHMENT, INC. CRITERION CHILD ENRICHMENT, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | MILFORD MA | 186 | $4.7M | $173K |
| 3 | CRITERION CHILD ENRICHMENT INC. |
MILFORD MA |
| 300 |
| $8.4M |
| $166K |
