Form 5500 Search

Nuveen Lifecycle Index 2020

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 70 retirement plans report an interest in this investment, totaling $10.8M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
70
Reported interest (EOY)
$10.8M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 4 name variants: Nuveen Lifecycle Index 2020, Nuveen Lifecycle Index 2020 Fund, Nuveen Lifecycle Index 2020 Fund -, Nuveen Lifecycle Index 2020 CL R6. Counts combine all variants of the same investment.

Plans holding Nuveen Lifecycle Index 2020ranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1BART & ASSOCIATES, LLC
B&A 401(K) PLAN
MCLEAN
VA
152$20.5M$2.4M
2CANUS CORPORATION
CANUS CORPORATION 401(K) PROFIT SHARING PLAN
MISSION VIEJO
CA
413$20.3M$1.3M
3HULL ASSOCIATES, LLC
HULL ASSOCIATES 401(K) SAVINGS PLAN
GRAND PRAIRIE
TX
362$13.3M$811K
4SWIMWEAR ANYWHERE, INC.
SWIMWEAR ANYWHERE, INC. 401(K) PROFIT SHARING PLAN
FARMINGDALE
NY
105$13.4M$604K
5DRILLING FLUIDS TECHNOLOGY, INC.
DRILLING FLUIDS TECHNOLOGY SAVINGS INCENTIVE PLAN
BOOKER
TX
69$528K
6DIGNIFIED HOME LOANS, LLC
DIGNIFIED HOME LOANS LLC 401(K) PROFIT SHARING PLAN
WESTLAKE VILLAGE
CA
67$8.5M$481K
7PATE TRUCKING COMPANY, LLC
ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN
LUBBOCK
TX
303$10.5M$474K
8FIRSTPERRYTON BANCORP, INC.
FIRSTBANK SOUTHWEST 401K & PROFIT SHARING PLAN
PERRYTON
TX
236$34.7M$462K
9JEWISH FAMILY & CHILDREN'S SERVICE INC.
JEWISH FAMILY & CHILDREN'S SERVICE RETIREMENT PLAN
PHOENIX
AZ
562$14.7M$365K
10GOENGINEER, INC.
GOENGINEER, INC. RETIREMENT PLAN
MIDVALE
UT
694$85.3M$352K
See all 70 plans holding Nuveen Lifecycle Index 2020
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