Nuveen Lifecycle Index 2025 J
Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 51 retirement plans report an interest in this investment, totaling $73.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
51
Reported interest (EOY)
$73.5M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 7 name variants: Nuveen Lifecycle Index 2025 J, Nuveen Lifecycle Index 2025 R, Nuveen Lifecycle Index 2025, Nuveen Lifecycle Index 2025 Class R, Nuveen Lifecycle Index 2025 Fund, Nuveen Lifecycle Index 2025-CLASS R, Nuveen Lifecycle Index 2025 Class J. Counts combine all variants of the same investment.
Plans holding Nuveen Lifecycle Index 2025 Jranked by reported interest
Unlock full list (Pro)| # | 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 | ALERISLIFE, INC. THE ALERISLIFE RETIREMENT PLAN | NEWTON MA | 8,551 | $128.3M | $9.3M |
| 3 | MONTROSE ENVIRONMENTAL GROUP, INC. MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN | IRVINE CA | 2,154 | $191.1M | $7.6M |
| 4 | RESTORATION HARDWARE, INC. THE RH 401(K) PLAN | CORTE MADERA CA | 5,469 | $190.7M | $7.4M |
| 5 | SAFE CREDIT UNION SAFE CREDIT UNION 401(K) PROFIT-SHARING PLAN | FOLSOM CA | 684 | $97.1M | $7.3M |
| 6 | AIR T, INC. AIR T, INC. 401(K) RETIREMENT PLAN | CHARLOTTE NC | 545 | $32.5M | $4.0M |
| 7 | KICE INDUSTRIES, INC. KICE INDUSTRIES, INC. SAFE HARBOR 401(K) PLAN | PARK CITY KS | 275 | $31.0M | $3.5M |
| 8 | TRP ACQUISITION, INC. THE ROOMPLACE PROFIT SHARING & SAVINGS PLAN | LOMBARD IL | 249 | $12.1M | $2.4M |
| 9 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $2.4M |
| 10 | BART & ASSOCIATES, LLC B&A 401(K) PLAN | MCLEAN VA | 152 | $20.5M | $2.2M |
See all 51 plans holding Nuveen Lifecycle Index 2025 J
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