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 R6 N/R in their Schedule of Assets, totaling $1.6M 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 | ST. OLAF COLLEGE EMERITI RETIREE HEALTH PLAN FOR ST. OLAF COLLEGE | NORTHFIELD MN | 527 | $16.3M | $1.3M |
| 2 | WESTERN INDUSTRIES PLASTIC PRODUCTS LLC WESTERN INDUSTRIES RETIREMENT PLAN | WINFIELD KS | 249 | $6.2M | $242K |
