Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Lifecycle Index 2040 Mutual Funds in their Schedule of Assets, totaling $1.4M 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 | COULSON AVIATION (USA), INC. COULSON AVIATION (USA), INC. 401(K) PLAN | PORTLAND OR | 171 | $10.1M | $1.2M |
| 2 | ELLSWORTH CONSTRUCTION, LLC ELLSWORTH CONSTRUCTION 401(K) RETIREMENT PLAN | TULSA OK | 155 | $1.9M | $215K |
