Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Nuveen Lifecycle Index 2040 - in their Schedule of Assets, totaling $138.9M 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 | PEDIATRIC FACULTY FOUNDATION PEDIATRIC FACULTY FOUNDATION DEFINED CONTRIBUTION PLAN | CHICAGO IL | 961 | $553.0M | $45.3M |
| 2 | HIGHLAND HOSPITAL OF ROCHESTER HIGHLAND RETIREMENT PLAN | ROCHESTER NY | 3,443 | $160.1M | $25.7M |
| 3 | COLORADO COLLEGE COLORADO COLLEGE RETIREMENT BENEFIT PLAN |
COLORADO SPRINGS CO |
| 737 |
| $381.5M |
| $18.7M |
| 4 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $17.5M |
| 5 | MITCHELL COMPANIES, LLC MITCHELL COMPANIES 401(K) PLAN | MERIDIAN MS | 339 | $22.6M | $3.6M |
| 6 | THE EPISCOPAL ACADEMY THE EPISCOPAL ACADEMY 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN SQUARE PA | 344 | $58.3M | $3.6M |
| 7 | LE CREUSET OF AMERICA, INC. LE CREUSET OF AMERICA, INC. 401(K) SAVINGS PLAN | EARLY BRANCH SC | 777 | $27.2M | $3.5M |
| 8 | THE EPISCOPAL ACADEMY THE EPISCOPAL ACADEMY 401(A) DEFINED CONTRIBUTION RETIREMENT PLAN | NEWTOWN SQUARE PA | 357 | $42.7M | $2.7M |
| 9 | EDUCAUSE EDUCAUSE DC PLAN | BOULDER CO | 83 | $48.0M | $2.1M |
| 10 | TREVECCA NAZARENE UNIVERSITY TREVECCA NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NASHVILLE TN | 440 | $49.8M | $2.0M |
