Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Nuveen Lifecycle Index 2040 Fund " in their Schedule of Assets, totaling $39.2M 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 | ORTHOALLIANCE MSO, LLC ORTHOALLIANCE 401(K) PLAN | MINNETONKA MN | 2,440 | $233.4M | $14.3M |
| 2 | UNIVERSAL INSTRUMENTS CORPORATION CBA RETIREMENT SAVINGS PLAN | CONKLIN NY | 301 | $116.3M | $3.7M |
| 3 | THE BROWNING SCHOOL THE BROWNING SCHOOL 403(B) PLAN |
NEW YORK NY |
| 194 |
| $45.0M |
| $3.7M |
| 4 | LOUISVILLE PAVING COMPANY, INC. LPX, INC. & SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 582 | $35.4M | $2.7M |
| 5 | QUECHAN INDIAN TRIBE QUECHAN INDIAN TRIBE EMPLOYEE SAVINGS AND RETIREMENT PLAN | WINTERHAVEN CA | 930 | $16.4M | $1.9M |
| 6 | GENOVA DIAGNOSTICS, INC GENOVA DIAGNOSTICS 401(K) PROFIT SHARING PLAN | ASHEVILLE NC | 250 | $21.7M | $1.9M |
| 7 | HORNER ELECTRIC INC. HORNER ELECTRIC INC. EMPLOYEES RETIREMENT PLAN | INDIANAPOLIS IN | 296 | $28.6M | $1.6M |
| 8 | NORTH SHORE COUNTRY DAY SCHOOL NORTH SHORE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WINNETKA IL | 144 | $45.3M | $1.4M |
| 9 | CHILDRENS DEFENSE FUND CHILDRENS DEFENSE FUND RETIREMENT PLAN | WASHINGTON DC | 89 | $20.7M | $1.2M |
| 10 | CORERX, INC. CORERX, INC. 401(K) PLAN | CLEARWATER FL | 178 | $47.3M | $996K |
