Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index 2040 J in their Schedule of Assets, totaling $3.0M 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 | THE ARTHRITIS FOUNDATION, INC. ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 228 | $36.6M | $2.4M |
| 2 | THE SHADY CANYON GOLF CLUB, INC. SHADY CANYON GOLF CLUB 401(K) SAVINGS PLAN | IRVINE CA | 191 | $11.2M | $548K |
