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 Mutual fund in their Schedule of Assets, totaling $7.7M 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 | PATTERSON & SHERIDAN, LLP PATTERSON & SHERIDAN, LLP PROFIT SHARING 401(K) PLAN | HOUSTON TX | 137 | $53.7M | $1.7M |
| 2 | LAS VEGAS METRO CHAMBER OF COMMERCE THE ASSOCIATION 401(K) PLAN | LAS VEGAS NV | 907 | $16.0M | $1.6M |
| 3 | OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN |
OMAHA NE |
| 206 |
| $11.3M |
| $745K |
| 4 | STANDARD FURNITURE MANUFACTURING COMPANY, LLC STANDARD FURNITURE 401(K) PLAN | BAY MINETTE AL | 598 | $8.8M | $736K |
| 5 | WINDERMERE REAL ESTATE SERVICES COMPANY THE WINDERMERE 401(K) PLAN | SEATTLE WA | 218 | $27.9M | $675K |
| 6 | BYLADA FOODS, LLC BYLADA FOODS LLC 401(K) PROFIT SHARING PLAN | MOONACHIE NJ | 141 | $5.6M | $635K |
| 7 | CHINESE AMERICAN INTERNATIONAL SCHOOL CHINESE AMERICAN INTERNATIONAL SCHOOL RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 126 | $29.6M | $466K |
| 8 | BEE SWEET CITRUS, INC. BEE SWEET CITRUS, INC. 401(K) PROFIT SHARING PLAN | FOWLER CA | 364 | $7.4M | $435K |
| 9 | V.T. CONSTRUCTION, INC. V.T. CONSTRUCTION, INC. RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 131 | $3.9M | $332K |
| 10 | EMPLOYER SOLUTIONS GROUP, LLC EMPLOYER SOLUTIONS GROUP RETIREMENT SAVINGS PLAN | EDINA MN | 4,034 | $3.1M | $226K |
