Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding Nuveen Lifecycle index 2040 R6 Mutual fund in their Schedule of Assets, totaling $70.9M 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 | HEAT AND CONTROL, INC. HEAT AND CONTROL, INC. PROFIT-SHARING AND 401(K) SAVINGS PLAN | HAYWARD CA | 772 | $106.3M | $6.6M |
| 2 | SECOND HARVEST OF SILICON VALLEY SECOND HARVEST OF SILICON VALLEY 403(B) PLAN | SAN JOSE CA | 274 | $37.2M | $4.9M |
| 3 | KEDRION BIOPHARMA, INC. |
FORT LEE NJ |
| 2,380 |
| $61.3M |
| $4.9M |
| 4 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. 401(K) PLAN | SUWANEE GA | 1,745 | $43.4M | $3.6M |
| 5 | CAMBRIDGE MOBILE TELEMATICS, INC. CAMBRIDGE MOBILE TELEMATICS 401(K) PLAN | CAMBRIDGE MA | 325 | $44.4M | $3.3M |
| 6 | SV-DVF HOLDINGS, LLC DIVERSIFIED SEARCH GROUP RETIREMENT PLAN | PHILADELPHIA PA | 267 | $47.0M | $2.9M |
| 7 | ERNEST PACKAGING ERNEST PAPER PRODUCTS, INC. RETIREMENT PLAN | COMMERCE CA | 539 | $45.0M | $2.7M |
| 8 | SONOMA ACADEMY SONOMA ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA ROSA CA | 104 | $18.0M | $2.6M |
| 9 | MBS ASSET MANAGEMENT LLC MBS ASSET MANAGEMENT, LLC 401(K) PLAN | MANHATTAN BEACH CA | 658 | $56.7M | $2.5M |
| 10 | ST. THOMAS SCHOOL ST. THOMAS SCHOOL DC RETIREMENT PLAN | MEDINA WA | 103 | $19.7M | $2.3M |
