Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Lifecycle Idx 2040 R6 in their Schedule of Assets, totaling $4.2M 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 | HEBRON EDUCATIONAL MINISTRIES HEBRON CHRISTIAN ACADEMY 403B PLAN | DACULA GA | 267 | $10.1M | $1.6M |
| 2 | JAGUAR TRANSPORT HOLDINGS LLC JAGUAR TRANSPORT HOLDINGS 401K PLAN | JOPLIN MO | 291 | $8.2M | $762K |
| 3 | CATHOLIC CHARITIES DIOCESE OF FORT WORTH INCORPORATED |
FT WORTH TX |
| 393 |
| $14.1M |
| $610K |
| 4 | PENINSULA HUMANE SOCIETY & SPCA PENINSULA HUMANE SOCIETY & SPCA RETIREMENT PLAN | BURLINGAME CA | 162 | $13.6M | $534K |
| 5 | DUNCAN SUPPLY COMPANY INC. DUNCAN EMPLOYEES 401(K) SAVINGS PLAN | INDIANAPOLIS IN | 168 | $7.8M | $481K |
| 6 | HOSPITAL SERVICE ASSOCIATES INC. APS MEDICAL BILLING SAVINGS PLAN | TOLEDO OH | 385 | $15.2M | $172K |
| 7 | PRAIRIE FIVE COMMUNITY ACTION COUNCIL INC. PRAIRIE FIVE COMMUNITY ACTION COUNCIL 403B PLAN | MONTEVIDEO MN | 176 | $3.5M | $38K |
