Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index 2040-Inst in their Schedule of Assets, totaling $104.3M 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 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $25.2M |
| 2 | SA RECYCLING, LLC SA RECYCLING, LLC 401(K) PROFIT SHARING PLAN | ORANGE CA | 3,083 | $190.5M | $22.1M |
| 3 | FLOYD HEALTHCARE MANAGEMENT |
ROME GA |
| 3,950 |
| $205.2M |
| $14.8M |
| 4 | FLOOR AND DECOR OUTLETS OF AMERICA, INC. FLOOR AND DECOR OUTLETS OF AMERICA, INC. 401K RETIREMENT PLAN | ATLANTA GA | 9,962 | $157.2M | $10.9M |
| 5 | THE CENTER FOR DISCOVERY, INC. THE CENTER FOR DISCOVERY RETIREMENT PLAN | HARRIS NY | 1,552 | $73.3M | $8.9M |
| 6 | IRON WORKERS REGIONAL SHOP LOCAL UNION 855 IRON WORKERS REGIONAL SHOP LOCAL UNION 855 INDIVIDUAL ACCOUNT RETIREMENT PLAN | PASADENA CA | 1,879 | $30.8M | $4.7M |
| 7 | WICHITA WATER CONDITIONING, INC. HALL'S RETIREMENT PLAN | WICHITA KS | 1,040 | $34.3M | $3.5M |
| 8 | GERMANTOWN ACADEMY GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN | FORT WASHINGTON PA | 318 | $101.9M | $3.0M |
| 9 | SHIPLEY SCHOOL SHIPLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLA | BRYN MAWR PA | 383 | $52.6M | $2.3M |
| 10 | PROFESSIONAL GROUP PLANS, INC. PROFESSIONAL GROUP PLANS, INC. 401(K) PLAN | HAUPPAUGE NY | 114 | $32.1M | $1.4M |
