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 Class Mutual fund in their Schedule of Assets, totaling $4.3M 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 | HELIX ENVIRONMENTAL PLANNING HELIX ENVIRONMENTAL PLANNING 401 K PROFIT SHARING PLAN TRUST | LA MESA CA | 248 | $18.9M | $2.1M |
| 2 | DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS WILKIE LEXUS 401K PROFIT SHARING PLAN | HAVERFORD PA | 140 | $18.2M | $1.1M |
| 3 | HATALOM CORPORATION |
ORLANDO FL |
| 178 |
| $3.7M |
| $590K |
| 4 | IONEX RESEARCH CORPORATION IONEX RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | LAFAYETTE CO | 87 | $1.9M | $175K |
| 5 | PODIUM EDUCATION, INC. PODIUM EDUCATION 401(K) PLAN | AUSTIN TX | 133 | $3.1M | $132K |
| 6 | CS OPERATIONS INC CS OPERATIONS INC 401(K) PROFIT SHARING PLAN & TRUST | NORTH PALM BEACH FL | 140 | $5.1M | $110K |
| 7 | MORAVIA HEALTH NETWORK LLC MORAVIA HEALTH NETWORK LLC 401(K) PROFIT SHARING PLAN & TRUST | PHILADELPHIA PA | 5,560 | $1.6M | $104K |
| 8 | ELECTRONIC POWER DESIGN INC ELECTRONIC POWER DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 252 | $6.9M | $35K |
| 9 | SOURCE 4 SOLUTIONS LLC SOURCE 4 SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | KNOXVILLE TN | 111,388 | $10.2M | $2K |
