Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Nuveen Lifecycle 2040 # in their Schedule of Assets, totaling $27.5M 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 | LATIN SCHOOL OF CHICAGO LATIN SCHOOL OF CHICAGO RETIREMENT PLAN | CHICAGO IL | 243 | $104.4M | $6.8M |
| 2 | UNIVERSITY OF INDIANAPOLIS UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 1,564 | $172.5M | $5.3M |
| 3 | MERCYHURST UNIVERSITY MERCYHURST UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ERIE PA | 404 | $87.6M | $4.7M |
| 4 | UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS RETIREMENT PLAN | ST. PAUL MN | 2,605 | $459.7M | $3.4M |
| 5 | THE LEXINGTON SCHOOL THE LEXINGTON SCHOOL RETIREMENT PLAN | LEXINGTON KY | 115 | $23.5M | $2.4M |
| 6 | ELMHURST UNIVERSITY ELMHURST UNIVERSITY RETIREMENT PLAN | ELMHURST IL | 507 | $135.3M | $1.8M |
| 7 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY DEFINED CONTRIBUTION RETIREMENT PLAN | PRINCETON NJ | 213 | $90.4M | $1.4M |
| 8 | DENVER RESCUE MISSION DENVER RESCUE MISSION 401 (K) RETIREMENT PLAN | DENVER CO | 291 | $8.7M | $616K |
| 9 | INSTITUTE FOR ADVANCED STUDY INSTITUTE FOR ADVANCED STUDY TAX DEFERRED ANNUITY PLAN | PRINCETON NJ | 154 | $68.8M | $496K |
| 10 | BETHANY COLLEGE BETHANY COLLEGE 403(B) DC PLAN | BETHANY WV | 126 | $32.6M | $481K |
