Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Nuveen Lifecycle Index 2040 R6 Nuveen 0 in their Schedule of Assets, totaling $21.7M 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 | SECOND HARVEST OF SILICON VALLEY SECOND HARVEST OF SILICON VALLEY 403(B) PLAN | SAN JOSE CA | 274 | $37.2M | $4.9M |
| 2 | R.F. MACDONALD COMPANY R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN | HAYWARD CA | 271 | $49.2M | $2.5M |
| 3 | MADISON HEALTHCARE HOLDINGS II LLC |
CHICAGO IL |
| 196 |
| $7.3M |
| $2.1M |
| 4 | CHRISTIAN LIVING COMMUNITIES CHRISTIAN LIVING COMMUNITIES 403(B) PLAN | ENGLEWOOD CO | 607 | $15.3M | $1.1M |
| 5 | PALM SPRINGS MOTORS, INC. PALM SPRINGS MOTORS 401K PLAN & TRUST | CATHEDRAL CITY CA | 342 | $19.5M | $1.1M |
| 6 | CONSOLIDATED WATERPROOFING CONTRACTORS, INC. CONSOLIDATED WATERPROOFING CONTRACTORS, INC. 401(K) CONTRIBUTION PROFIT SHARING | BELTSVILLE MD | 244 | $21.4M | $965K |
| 7 | S & W SEED COMPANY S & W SEED COMPANY 401(K) PLAN | LONGMONT CO | 66 | $5.4M | $808K |
| 8 | NORTH STAR FERTILITY PARTNERS, LLC NORTH STAR FERTILITY PARTNERS, LLC 401(K) PLAN | BOSTON MA | 239 | $14.1M | $718K |
| 9 | JA-DEL, INC. FIORELLA'S RESTAURANT GROUP RETIREMENT PLAN | OVERLAND PARK KS | 838 | $9.0M | $704K |
| 10 | MOLECULAR TEMPLATES, INC. MOLECULAR TEMPLATES, INC. 401(K) PLAN | FOXBOROUGH MA | 0 | $18.8M | $690K |
