Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Nuveen Nuveen Lifecycle Index 2040 R6 - in their Schedule of Assets, totaling $111.4M 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 | ABINGTON MEMORIAL HOSPITAL ABINGTON MEMORIAL HOSPITAL 403(B) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 7,119 | $382.7M | $27.8M |
| 2 | JEFFERSON UNIVERSITY PHYSICIANS JEFFERSON UNIVERSITY PHYSICIANS RETIREMENT PLAN | PHILADELPHIA PA | 3,407 | $520.9M | $26.5M |
| 3 | PINNACLE DERMATOLOGY MANAGEMENT LLC |
BRENTWOOD TN |
| 1,963 |
| $87.8M |
| $7.1M |
| 4 | ABINGTON MEMORIAL HOSPITAL ABINGTON HEALTH DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 4,606 | $88.3M | $6.6M |
| 5 | CSC GENERATION HOLDINGS, LLC CSC GENERATION HOLDINGS, LLC 401(K) PLAN | MERRILLVILLE IN | 1,537 | $49.5M | $5.6M |
| 6 | WEBER AUTOMOTIVE MANAGEMENT, LLC WEBER AUTOMOTIVE MANAGEMENT, LLC 401(K) AND PROFIT SHARING PLAN | COLUMBIA IL | 214 | $26.4M | $5.3M |
| 7 | SAMARITAN DAYTOP VILLAGE, INC. SAMARITAN VILLAGE, INC. RETIREMENT PLAN | JAMAICA NY | 1,375 | $49.8M | $5.2M |
| 8 | ASCEND PARTNER SERVICES, LLC ASCEND PARTNER SERVICES, LLC 401(K) PLAN | ARLINGTON VA | 956 | $53.2M | $3.4M |
| 9 | BELIMO AIRCONTROLS (USA), INC. BELIMO AMERICAS SAVINGS PLAN | DANBURY CT | 514 | $80.9M | $2.9M |
| 10 | CAPE HENRY COLLEGIATE SCHOOL CAPE HENRY COLLEGIATE RETIREMENT PLAN | VIRGINIA BEACH VA | 178 | $32.6M | $2.3M |
