Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Nuveen Lifecycle Index 2040 Fund Collective Investment Trust in their Schedule of Assets, totaling $11.3M 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 | IPS CORPORATION IPS CORPORATION 401(K) PLAN | COMPTON CA | 574 | $44.8M | $7.1M |
| 2 | ASU ENTERPRISE PARTNERS ASU ENTERPRISE PARTNERS 401(K) PLAN | TEMPE AZ | 343 | $52.2M | $4.1M |
| 3 | MORRIS-SHEA BRIDGE COMPANY, INC. MORRIS-SHEA BRIDGE COMPANY, INC. 401(K) PROFIT SHARING PLAN |
IRONDALE AL |
| 254 |
| $17.0M |
| $3K |
