Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 71 retirement plans report an interest in this investment, totaling $10.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Nuveen Lifecycle Index 2020, Nuveen Lifecycle Index 2020 Fund, Nuveen Lifecycle Index 2020 CL R6, Nuveen Lifecycle Index 2020 Fund -. 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 | $2.4M |
| 2 | CANUS CORPORATION CANUS CORPORATION 401(K) PROFIT SHARING PLAN | MISSION VIEJO CA | 413 | $20.3M | $1.3M |
| 3 | HULL ASSOCIATES, LLC HULL ASSOCIATES 401(K) SAVINGS PLAN | GRAND PRAIRIE TX | 362 | $13.3M | $811K |
| 4 | DRILLING FLUIDS TECHNOLOGY, INC. DRILLING FLUIDS TECHNOLOGY SAVINGS INCENTIVE PLAN | BOOKER TX | 66 | — | $802K |
| 5 | SWIMWEAR ANYWHERE, INC. SWIMWEAR ANYWHERE, INC. 401(K) PROFIT SHARING PLAN | FARMINGDALE NY | 105 | $13.4M | $604K |
| 6 | PATE TRUCKING COMPANY, LLC ZM HOLDINGS MULTIPLE EMPLOYER 401(K) PLAN | LUBBOCK TX | 303 | $10.5M | $474K |
| 7 | DIGNIFIED HOME LOANS, LLC DIGNIFIED HOME LOANS LLC 401(K) PROFIT SHARING PLAN | WESTLAKE VILLAGE CA | 74 | $7.6M | $425K |
| 8 | PROOF OF THE PUDDING BY MGR, INC. PROOF OF THE PUDDING BY MGR INC 401K PLAN | ATLANTA GA | 254 | $3.2M | $363K |
| 9 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $352K |
| 10 | CHAPMAN MANAGEMENT CORPORATION CHAPMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | HORSHAM PA | 507 | $38.0M | $287K |
