Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Lifecycle Index 2040 Fund R6 " in their Schedule of Assets, totaling $10.3M 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 | LUTHERAN FAMILY SERVICES OF VIRGINIA, INC. DBA ENCIRCLE LUTHERAN FAMILY SERVICES OF VIRGINIA, INC. 401(K) PLAN | ROANOKE VA | 414 | $14.6M | $5.2M |
| 2 | COLLEGIATE SCHOOL COLLEGIATE SCHOOL 403(B) RETIREMENT PLAN | RICHMOND VA | 403 | $105.3M | $4.1M |
| 3 | BARTON COLLEGE BARTON COLLEGE RETIREMENT PLAN |
WILSON NC |
| 192 |
| $27.8M |
| $261K |
| 4 | JOSEPH KUSHNER HEBREW ACADEMY JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN | LIVINGSTON NJ | 130 | $26.0M | $190K |
| 5 | RIG, LLC DBA RENAISSANCE INSURANCE GROUP RENAISSANCE GROUP 401(K) PLAN | CHICAGO IL | 119 | $9.3M | $154K |
| 6 | UNIVERSITY OF THE OZARKS UNIVERSITY OF THE OZARKS DEFINED CONTRIBUTION RETIREMENT PLAN | CLARKSVILLE AR | 335 | $25.1M | $144K |
| 7 | SHARP DECISIONS, INC. SHARP DECISIONS, INC. 401(K) PLAN | NEW YORK NY | 207 | $19.6M | $126K |
| 8 | ASICS DIGITAL, INC. ASICS DIGITAL INC. 401(K) PLAN | BOSTON MA | 133 | $16.3M | $83K |
| 9 | CAELUM RESEARCH CORPORATION CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN | ROCKVILLE MD | 262 | $10.8M | $81K |
