Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Nuveen Lifecycle Index 2040 Fund – Class R6 in their Schedule of Assets, totaling $12.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NONPROFIT ASSOCIATION OF THE MIDLAN DS NONPROFIT ASSOCIATION OF THE MIDLANDS 403(B) PLAN | OMAHA NE | 3,544 | $54.8M | $7.1M |
| 2 | D2G GROUP, LLC D2G GROUP, LLC 401(K) PLAN | FALL RIVER MA | 169 | $8.4M | $1.2M |
| 3 | JASCO PRODUCTS COMPANY LLC JASCO PRODUCTS COMPANY LLC 401(K) PROFIT SHARING PLAN |
OKLAHOMA CITY OK |
| 324 |
| $49.0M |
| $1.1M |
| 4 | BUKAS LIGHTING GROUP, INC. BUKAS LIGHTING GROUP, INC. 401(K) PLAN | ST. CHARLES IL | 203 | $9.1M | $725K |
| 5 | BERAN CONCRETE, INC. BERAN CONCRETE, INC. PROFIT SHARING 401(K) PLAN & TRUST | WICHITA KS | 225 | $5.3M | $573K |
| 6 | ACCOUNTABLE HEALTHCARE STAFFING, ACCOUNTABLE HEALTHCARE STAFFING, INC. PROFIT SHARING PLAN | NORTH RICHLAND HILLS TX | 559 | $12.4M | $541K |
| 7 | SCOTT IMPORTS, INC. MARTIN DEALERSHIPS, INC. 401(K) SAVINGS PLAN | ARDMORE PA | 300 | $14.9M | $405K |
| 8 | E.M. THARP, INC. E.M. THARP, INC. 401(K) PLAN | PORTERVILLE CA | 270 | $10.9M | $347K |
| 9 | FALCONS MANAGEMENT LLC FALCONS MANAGEMENT 401K PLAN | ATLANTA GA | 445 | $3.3M | $340K |
| 10 | HPM, INC. HPM CONTRACTING, INC. 401(K) PLAN | ENGLEWOOD CO | 107 | $6.7M | $229K |
