Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 50 retirement plans report an interest in this investment, totaling $111.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Nuveen Lifecycle Index 2030 J, Nuveen Lifecycle Index 2030 R, Nuveen Lifecycle Index 2030 Class R, Nuveen Lifecycle Index 2030, Nuveen Lifecycle Index 2030 Class J, Nuveen Lifecycle Index 2030 Fund, Nuveen Lifecycle Index 2030-CLASS R. 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 | $18.3M |
| 2 | RESTORATION HARDWARE, INC. THE RH 401(K) PLAN | CORTE MADERA CA | 5,469 | $190.7M | $13.6M |
| 3 | MONTROSE ENVIRONMENTAL GROUP, INC. MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN | IRVINE CA | 2,154 | $191.1M | $12.9M |
| 4 | ALERISLIFE, INC. THE ALERISLIFE RETIREMENT PLAN | NEWTON MA | 8,551 | $128.3M | $10.5M |
| 5 | KAISER MIDWEST, INC. KAISER 401(K) PROFIT SHARING PLAN | MARBLE HILL MO | 135 | $66.3M | $6.9M |
| 6 | MISSON FEDERAL CREDIT UNION MISSION FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | SAN DIEGO CA | 625 | $100.7M | $5.4M |
| 7 | AIR T, INC. AIR T, INC. 401(K) RETIREMENT PLAN | CHARLOTTE NC | 545 | $32.5M | $4.4M |
| 8 | BART & ASSOCIATES, LLC B&A 401(K) PLAN | MCLEAN VA | 152 | $20.5M | $4.1M |
| 9 | ONTARIO REFRIGERATION SERVICE, INC. ONTARIO REFRIGERATION SERVICE, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 285 | $25.7M | $3.9M |
| 10 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $3.6M |
