Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 37 retirement plans report an interest in this investment, totaling $2.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Nuveen Lifecycle Index 2015, Nuveen Lifecycle Index 2015 Fund -, Nuveen Lifecycle Index 2015 CL R6. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BART & ASSOCIATES, LLC B&A 401(K) PLAN | MCLEAN VA | 152 | $20.5M | $464K |
| 2 | PROOF OF THE PUDDING BY MGR, INC. PROOF OF THE PUDDING BY MGR INC 401K PLAN | ATLANTA GA | 254 | $3.2M | $307K |
| 3 | TOBIN LUCKS, LLP TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN | WEST HILLS CA | 137 | $24.5M | $198K |
| 4 | MCATEE & WOODS, P.C. MCATEE & WOODS, P.C. PROFIT SHARING PLAN | OKLAHOMA CITY OK | 14 | — | $193K |
| 5 | THE MOST WORSHIPFUL GRAND LODGE OF F & AM OF FLORIDA THE MOST WORSHIPFUL GRAND LODGE F & AM OF FLORIDA EMPLOYEE PLAN AND TRUST | JACKSONVILLE FL | 50 | $2.1M | $132K |
| 6 | LUFRANKTON, L.L.C. LUFRANKTON, LLC 401(K) PLAN | MANASAQUAN NJ | 233 | $2.3M | $128K |
| 7 | PROGRESSIVE TRACTOR & IMPLEMENT CO., L.L.C. PROGRESSIVE TRACTOR & IMPLEMENT CO., L.L.C. 401(K) PLAN AND TRUST | OPELOUSAS LA | 488 | $20.5M | $127K |
| 8 | PATE TRUCKING COMPANY, LLC ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN | LUBBOCK TX | 303 | $10.5M | $116K |
| 9 | LCD ELEVATOR REPAIR INC. LCD ELEVATOR REPAIR INC. 401(K) PROFIT SHARING PLAN | MINEOLA NY | 89 | $6.1M | $93K |
| 10 | FLS TRANSPORTATION SERVICES USA, INC. FLS TRANSPORTATION SERVICES USA, INC. 401(K) PLAN | ATLANTA GA | 238 | $7.6M | $59K |
