Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Nuveen Lifecycle Index 2040 Mutual fund in their Schedule of Assets, totaling $13.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TACHI YOKUT TRIBE TACHI YOKUT TRIBE ENTERPRISE 401K PLAN | LEMOORE CA | 1,070 | $51.1M | $8.8M |
| 2 | MIND RESEARCH INSTITUTE MIND RESEARCH INSTITUTE 401(K) PLAN | IRVINE CA | 213 | $20.8M | $1.6M |
| 3 | NORTH SHORE SUPPLY COMPANY INC. NORTH SHORE SUPPLY COMPANY EMPLOYEES 401K PROFIT SHARING PLAN & TRUST |
HOUSTON TX |
| 407 |
| $17.1M |
| $856K |
| 4 | CALIFORNIA INSTITUTE OF INTEGR CALIFORNIA INSTITUTE OF INTEGR 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 303 | $16.7M | $776K |
| 5 | VALLEY JOIST, LLC VALLEY JOIST, LLC 401(K) SAVINGS PLAN | FORT PAYNE AL | 230 | $5.5M | $652K |
| 6 | GF HEALTH PRODUCTS, INC. GF HEALTH PRODUCTS, INC. EMPLOYEES 401(K) PLAN | ATLANTA GA | 292 | $23.7M | $410K |
| 7 | THE JEWISH MUSEUM THE JEWISH MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 220 | $20.2M | $245K |
| 8 | CANARICO QUARRIES, INC. GRUPO CARMELO SAVINGS AND INVESTMENT PLAN | SABANA SECA PR | 188 | $4.2M | $144K |
| 9 | CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES EMPLOYEES RETIREMENT PLAN | CHADRON NE | 195 | $5.1M | $110K |
| 10 | NORTHERN MAINE MEDICAL CENTER TAX SHELTERED ANNUITY PLAN FOR EMPLOYEES OF NORTHERN MAINE MEDICAL CENTER TO INCLUDE FOREST HILL AND VALLEY MEDICAL ASSOCIATION | FORT KENT ME | 417 | $37.2M | $83K |
