Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen LifeCycle Ix 2040 R6 in their Schedule of Assets, totaling $3.3M 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 | THE NIGHTINGALE-BAMFORD SCHOOL THE NIGHTINGALE-BAMFORD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 207 | $110.3M | $2.4M |
| 2 | MORRISTOWN BEARD SCHOOL MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MORRISTOWN NJ | 216 | $51.7M | $862K |
