Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Nuveen Lifecycle Index 2040 Fund R6 Class " in their Schedule of Assets, totaling $2.8M 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 | LAKESHORE COMMUNITY HEALTH CARE, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF LAKESHORE COMMUNITY HEALTHCARE, INC. | SHEBOYGAN WI | 159 | $7.7M | $914K |
| 2 | PUMPMAN HOLDINGS LLC PUMPMAN HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | SADDLE BROOK NJ | 0 | $0 | $650K |
| 3 | FEATHER RIVER TRIBAL HEALTH IN |
OROVILLE CA |
| 214 |
| $5.3M |
| $429K |
| 4 | PIONEER BANK PIONEER BANK 401(K) PLAN | ROSWELL NM | 156 | $6.8M | $365K |
| 5 | COMPLETE TURBINE SERVICES, LLC COMPLETE TURBINE SERVICES LLC 401(K) PLAN | FORT LAUDERDALE FL | 256 | $11.1M | $223K |
| 6 | LAMB WESTON/RDO FROZEN LAMB WESTON/RDO FROZEN 401(K) PLAN | PARK RAPIDS MN | 292 | $5.6M | $70K |
| 7 | PRECISION PERSONNEL INC PRECISION PERSONNEL INC 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 160 | $12.2M | $69K |
| 8 | CLEAR GLOBAL SOLUTIONS LLC CLEAR GLOBAL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | SCANDINAVIA WI | 140 | $1.5M | $41K |
