Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding SEI Trust Company Nuveen Lifecycle Index 2040 Class R in their Schedule of Assets, totaling $184K 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 | SYNERGOS COMPANIES LLC SYNERGOS COMPANIES 401(K) PLAN | SCOTTSDALE AZ | 2,753 | $36.3M | $174K |
| 2 | SIMPLE MANAGEMENT GROUP INC SIMPLE MANAGEMENT GROUP INC. 401(K) PLAN | MAITLAND FL | 252 | $3.2M | $10K |
