Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Nuveen Lifecycle Index 2040 R6 Registered investment company in their Schedule of Assets, totaling $27.2M 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 | COSENTINO SERVICE CORPORATION COSENTINO'S FOOD STORES 401(K) PROFIT SHARING PLAN AND TRUST | OVERLAND PARK KS | 3,338 | $87.7M | $8.5M |
| 2 | COCHRAN, INC. COCHRAN INC. 401(K) PLAN | SEATTLE WA | 232 | $39.7M | $3.7M |
| 3 | CLASSIC COLLISION, LLC CLASSIC COLLISION, LLC 401(K) PLAN |
ATLANTA GA |
| 3,869 |
| $29.7M |
| $3.2M |
| 4 | SILVER FALLS MSO, LLC FRONTIER DERMATOLOGY 401(K) PROFIT SHARING PLAN | SALEM OR | 560 | $28.6M | $3.1M |
| 5 | AC PRO INC. DBA AC PRO AC PRO 401(K) RETIREMENT PLAN | FONTANA CA | 519 | $23.3M | $2.6M |
| 6 | DNANEXUS, INC. DNANEXUS, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 147 | $16.3M | $1.2M |
| 7 | COMPACT INFORMATION SYSTEMS, LLC COMPACT INFORMATION SYSTEMS, LLC 401(K) PLAN | FT MYERS FL | 99 | $10.5M | $1.2M |
| 8 | UATP MANAGEMENT, LLC UNLEASHED BRANDS 401(K) PLAN | BEDFORD TX | 292 | $10.3M | $1.1M |
| 9 | AUCTION EDGE AUCTION EDGE INC 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 123 | $10.5M | $946K |
| 10 | EVENT NETWORK, LLC EVENT NETWORK, LLC 401(K) PLAN | SAN DIEGO CA | 1,137 | $11.0M | $557K |
