Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Nuveen Lifecycle Ix 2040 R6 in their Schedule of Assets, totaling $48.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COLLEGE BOARD COLLEGE ENTRANCE EXAMINATION BOARD TAX-DEFERRED ANNUITY PLAN | NEW YORK NY | 1,979 | $549.1M | $39.4M |
| 2 | THE NIGHTINGALE-BAMFORD SCHOOL THE NIGHTINGALE-BAMFORD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 207 | $110.3M | $2.4M |
| 3 | VIEWPOINT EDUCATIONAL FOUNDATION |
CALABASAS CA |
| 278 |
| $75.1M |
| $2.4M |
| 4 | MID-PACIFIC INSTITUTE MID-PACIFIC INSTITUTE 403(B) RETIREMENT PLAN | HONOLULU HI | 216 | $84.0M | $2.1M |
| 5 | THE LEFFELL SCHOOL THE LEFFELL SCHOOL RETIREMENT PLAN | HARTSDALE NY | 225 | $42.9M | $1.4M |
| 6 | MORRISTOWN BEARD SCHOOL MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MORRISTOWN NJ | 216 | $51.7M | $862K |
