Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Nuveen Nuveen Lifecycle 2040 R6 in their Schedule of Assets, totaling $101.3M 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 NEW SCHOOL THE NEW SCHOOL 403(B) RETIREMENT PLAN | NEW YORK NY | 4,797 | $669.7M | $28.2M |
| 2 | THE MITRE CORPORATION THE MITRE CORPORATION TAX SHELTERED ANNUITY PLAN | MCLEAN VA | 12,114 | $5.1B | $25.1M |
| 3 | THE MITRE CORPORATION THE MITRE CORPORATION QUALIFIED RETIREMENT PLAN |
MCLEAN VA |
| 11,989 |
| $2.8B |
| $14.9M |
| 4 | ELON UNIVERSITY ELON UNIVERSITY DEFINED CONTRIBUTION PLAN | ELON NC | 1,712 | $324.2M | $14.6M |
| 5 | ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIENCE QUALIFIED MONEY PURCHASE PENSION PLAN AND TRUST | NORTH CHICAGO IL | 575 | $133.2M | $7.6M |
| 6 | SPELMAN COLLEGE SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN | ATLANTA GA | 732 | $102.0M | $4.8M |
| 7 | BENEDICTINE UNIVERSITY BENEDICTINE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LISLE IL | 379 | $100.7M | $3.5M |
| 8 | ELON UNIVERSITY ELON UNIVERSITY TAX DEFERRED ANNUITY PLAN | ELON NC | 883 | $90.9M | $2.4M |
| 9 | SPELMAN COLLEGE SPELMAN COLLEGE TAX DEFERRED ANNUITY PLAN | ATLANTA GA | 732 | $20.6M | $217K |
