Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding NUVEEN NUVEEN LIFECYCLE IDX 2040 R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $29.0M 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 | MENTAL HEALTH COOPERATIVE INC. MENTAL HEALTH COOPERATIVE RETIREMENT PLAN | NASHVILLE TN | 855 | $52.8M | $4.4M |
| 2 | BURRELL INC. BURRELL BEHAVIORAL HEALTH TAX DEFERRED ANNUITY PLAN | SPRINGFIELD MO | 1,970 | $47.5M | $4.0M |
| 3 | ASSOCIATION FOR SUPPLY CHAIN MANAGEMENT INC. |
CHICAGO IL |
| 98 |
| $17.3M |
| $2.4M |
| 4 | LIFE ENRICHING COMMUNITIES LIFE ENRICHING COMMUNITIES 403B PLAN | LOVELAND OH | 1,914 | $23.5M | $1.8M |
| 5 | FIRSTLINE SCHOOLS INC. FIRSTLINE SCHOOLS 403B PLAN | NEW ORLEANS LA | 408 | $11.3M | $1.6M |
| 6 | ROCKFORD UNIVERSITY ROCKFORD UNIVERSITY RETIREMENT SAVINGS PLAN | ROCKFORD IL | 298 | $37.4M | $1.6M |
| 7 | FAMILY CARE HEALTH CENTERS FAMILY CARE HEALTH CENTERS RETIREMENT PLAN | ST LOUIS MO | 181 | $17.6M | $1.3M |
| 8 | HEAD START OF LANE COUNTY HEAD START OF LANE COUNTY 403B TAX DEFERRED ANNUITY PLAN | SPRINGFIELD OR | 260 | $12.9M | $1.2M |
| 9 | SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER INC. SOUTH CENTRAL MENTAL HEALTH COUNSELING CENTER INC. 401K PLAN | AUGUSTA KS | 172 | $5.6M | $1.1M |
| 10 | MARMOL RADZINER AN ARCHITECTURAL CORPORATION MARMOL RADZINER AN ARCHITECTURAL CORPORATION 401K RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 186 | $13.2M | $1.1M |
