Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Nuveen Nuveen Lifecycle 2040 - in their Schedule of Assets, totaling $21.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF GRINNELL COLLEGE GRINNELL COLLEGE EMPLOYEES RETIREMENT SAVINGS PLAN | GRINNELL IA | 869 | $374.4M | $14.2M |
| 2 | THE BREARLEY SCHOOL THE BREARLEY SCHOOL RETIREMENT PLAN | NEW YORK NY | 364 | $139.1M | $4.8M |
| 3 | CARROLL COLLEGE CARROLL COLLEGE 403(B) PLAN |
HELENA MT |
| 268 |
| $55.3M |
| $1.5M |
| 4 | SAINT MARYS SCHOOL SAINT MARYS SCHOOL 403(B) RETIREMENT SAVINGS PLAN | RALEIGH NC | 94 | $20.4M | $1.0M |
| 5 | BIG BROTHERS BIG SISTERS OF NEW YORK CITY SECTION 403(B) RETIREMENT PLAN FOR BIG BROTHERS BIG SISTERS OF NEW YORK CITY | NEW YORK CITY NY | 140 | $6.5M | $70K |
