Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Lifestyle Index 2040 R6 in their Schedule of Assets, totaling $2.6M 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 | EPS GROUP, INC. EPS GROUP 401(K) PLAN | MESA AZ | 272 | $26.9M | $1.9M |
| 2 | LARADON HALL SOCIETY FOR EXCEPTIONAL CHILDREN AND ADULTS DBA LARADON LARADON 401(K) RETIREMENT PLAN | DENVER CO | 203 | $7.1M | $698K |
