Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 42 retirement plans report an interest in this investment, totaling $28.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Nuveen Lifecycle Index 2020 J, Nuveen Lifecycle Index 2020 R, Nuveen Lifecycle Index 2020 Class R, Nuveen Lifecycle Index 2020, Nuveen Lifecycle Index 2020-CLASS R, Nuveen Lifecycle Index 2020 Class J, Nuveen Lifecycle Index 2020 Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | TISHMAN SPEYER PROPERTIES, LP TISHMAN SPEYER PROPERTIES, LP 401(K) SAVINGS PLAN | YEW YORK NY | 918 | $269.0M | $6.3M |
| 2 | ALERISLIFE, INC. THE ALERISLIFE RETIREMENT PLAN | NEWTON MA | 8,551 | $128.3M | $4.2M |
| 3 | BART & ASSOCIATES, LLC B&A 401(K) PLAN | MCLEAN VA | 152 | $20.5M | $2.4M |
| 4 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $2.1M |
| 5 | PRIME WHEEL CORPORATION PRIME WHEEL 401(K) PLAN | GARDENA CA | 698 | $9.2M | $2.1M |
| 6 | MISSON FEDERAL CREDIT UNION MISSION FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | SAN DIEGO CA | 625 | $100.7M | $1.9M |
| 7 | CANUS CORPORATION CANUS CORPORATION 401(K) PROFIT SHARING PLAN | MISSION VIEJO CA | 413 | $20.3M | $1.3M |
| 8 | SAFE CREDIT UNION SAFE CREDIT UNION 401(K) PROFIT-SHARING PLAN | FOLSOM CA | 684 | $97.1M | $1.2M |
| 9 | AIR T, INC. AIR T, INC. 401(K) RETIREMENT PLAN | CHARLOTTE NC | 545 | $32.5M | $888K |
| 10 | YES& COMPANIES LLC YES& COMPANIES EMPLOYEE SAVINGS PLAN | LAS VEGAS NV | 789 | $17.1M | $877K |
