Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 36 retirement plans report an interest in this investment, totaling $8.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Nuveen Lifecycle Index 2015 J, Nuveen Lifecycle Index 2015 R, Nuveen Lifecycle Index 2015 Class R, Nuveen Lifecycle Index 2015-CLASS R, Nuveen Lifecycle Index 2015 Class J, Nuveen Lifecycle Index 2015 Fund, Nuveen Lifecycle Index 2015. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SAFE CREDIT UNION SAFE CREDIT UNION 401(K) PROFIT-SHARING PLAN | FOLSOM CA | 684 | $97.1M | $2.7M |
| 2 | ALERISLIFE, INC. THE ALERISLIFE RETIREMENT PLAN | NEWTON MA | 8,551 | $128.3M | $1.8M |
| 3 | PRIME WHEEL CORPORATION PRIME WHEEL 401(K) PLAN | GARDENA CA | 698 | $9.2M | $754K |
| 4 | TRP ACQUISITION, INC. THE ROOMPLACE PROFIT SHARING & SAVINGS PLAN | LOMBARD IL | 249 | $12.1M | $728K |
| 5 | BART & ASSOCIATES, LLC B&A 401(K) PLAN | MCLEAN VA | 152 | $20.5M | $464K |
| 6 | AIR T, INC. AIR T, INC. 401(K) RETIREMENT PLAN | CHARLOTTE NC | 545 | $32.5M | $415K |
| 7 | YES& COMPANIES LLC YES& COMPANIES EMPLOYEE SAVINGS PLAN | LAS VEGAS NV | 789 | $17.1M | $347K |
| 8 | CIOX HEALTH, LLC CIOX HEALTH 401(K) PLAN | PHOENIX AZ | 8,445 | $119.5M | $345K |
| 9 | PROOF OF THE PUDDING BY MGR, INC. PROOF OF THE PUDDING BY MGR INC 401K PLAN | ATLANTA GA | 254 | $3.2M | $307K |
| 10 | TOBIN LUCKS, LLP TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN | WEST HILLS CA | 137 | $24.5M | $198K |
