Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 100 retirement plans report an interest in this investment, totaling $46.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Nuveen Lifecycle Index 2025, Nuveen Lifecycle Index 2025 Fund, Nuveen Lifecycle Index 2025 CL R6, Nuveen Lifecycle Index 2025 Fund -. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | KAISER MIDWEST, INC. KAISER 401(K) PROFIT SHARING PLAN | MARBLE HILL MO | 135 | $66.3M | $9.4M |
| 2 | BART & ASSOCIATES, LLC B&A 401(K) PLAN | MCLEAN VA | 152 | $20.5M | $2.2M |
| 3 | HULL ASSOCIATES, LLC HULL ASSOCIATES 401(K) SAVINGS PLAN | GRAND PRAIRIE TX | 362 | $13.3M | $2.0M |
| 4 | CANUS CORPORATION CANUS CORPORATION 401(K) PROFIT SHARING PLAN | MISSION VIEJO CA | 413 | $20.3M | $2.0M |
| 5 | NEUROSCIENCE GROUP OF NORTHEAST WISCONSIN, S.C. NEUROSCIENCE GROUP OF NORTHEAST WISCONSIN,S.C. PROFIT SHARING PLAN AND TRUST | NEENAH WI | 174 | $32.6M | $1.9M |
| 6 | TOTAL COMPONENT SOLUTIONS CORPORATION TOTAL COMPONENT SOLUTIONS CORPORATION 401(K) RETIREMENT PLAN | LITTLE CHUTE WI | 87 | $9.5M | $1.7M |
| 7 | KEENE MANAGEMENT, INC. KEENE, INC. 401(K) PLAN | CLEVELAND OH | 149 | $8.7M | $1.5M |
| 8 | SWIMWEAR ANYWHERE, INC. SWIMWEAR ANYWHERE, INC. 401(K) PROFIT SHARING PLAN | FARMINGDALE NY | 105 | $13.4M | $1.4M |
| 9 | CHAPMAN MANAGEMENT CORPORATION CHAPMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | HORSHAM PA | 507 | $38.0M | $1.3M |
| 10 | PROGRESSIVE TRACTOR & IMPLEMENT CO., L.L.C. PROGRESSIVE TRACTOR & IMPLEMENT CO., L.L.C. 401(K) PLAN AND TRUST | OPELOUSAS LA | 488 | $20.5M | $1.1M |
