Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Nuveen Lifecycle Index 2040 R6 Mutual Fund n/a in their Schedule of Assets, totaling $7.8M 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 | KLJ SOLUTIONS HOLDING CO. KLJ SOLUTIONS HOLDING CO 401(K) PROFIT SHARING PLAN | BISMARCK ND | 552 | $86.9M | $1.7M |
| 2 | BLACKBEARD OPERATING, LLC THE BLACKBEARD COMPANIES 401(K) PLAN | FORT WORTH TX | 253 | $29.4M | $1.6M |
| 3 | THE BOYER COMPANY, L.C. BOYER 401(K) RETIREMENT PLAN |
SALT LAKE CITY UT |
| 147 |
| $20.6M |
| $1.5M |
| 4 | RL HUDSON & COMPANY RL HUDSON 401(K) & PS PLAN | BROKEN ARROW OK | 161 | $10.6M | $965K |
| 5 | INSTITUTE OF COMMUNITY SERVICES, INC. INSTITUTE OF COMMUNITY SERVICES, INC. 403(B) RETIREMENT PLAN | HOLLY SPRINGS MS | 787 | $13.1M | $868K |
| 6 | MONTANA STATE UNIVERSITY FOUNDATION, INC. MONTANA STATE UNIVERSITY FOUNDATION 403(B) DC PLAN | BOZEMAN MT | 72 | $18.3M | $541K |
| 7 | SUPERIOR LINEN SERVICE, INC. SUPERIOR LINEN SERVICE, INC. RETIREMENT SAVINGS PLAN | TULSA OK | 264 | $8.9M | $539K |
