Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Nuveen Lifecycle 2040 R6 N/A in their Schedule of Assets, totaling $8.2M 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 | CAPITAL UNIVERSITY CAPITAL UNIVERSITY 403(B) RETIREMENT PLAN | COLUMBUS OH | 397 | $174.9M | $5.1M |
| 2 | CHESAPEAKE BAY FOUNDATION, INC. CHESAPEAKE BAY FOUNDATION, INC. 403(B) PLAN | ANNAPOLIS MD | 234 | $38.8M | $3.1M |
