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 $112.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Nuveen Lifecycle Index 2035 J, Nuveen Lifecycle Index 2035 R, Nuveen Lifecycle Index 2035 Class R, Nuveen Lifecycle Index 2035, Nuveen Lifecycle Index 2035 Class J, Nuveen Lifecycle Index 2035-CLASS R, Nuveen Lifecycle Index 2035 Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MONTROSE ENVIRONMENTAL GROUP, INC. MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN | IRVINE CA | 2,154 | $191.1M | $16.0M |
| 2 | RESTORATION HARDWARE, INC. THE RH 401(K) PLAN | CORTE MADERA CA | 5,469 | $190.7M | $15.4M |
| 3 | SAFE CREDIT UNION SAFE CREDIT UNION 401(K) PROFIT-SHARING PLAN | FOLSOM CA | 684 | $97.1M | $11.7M |
| 4 | ALERISLIFE, INC. THE ALERISLIFE RETIREMENT PLAN | NEWTON MA | 8,551 | $128.3M | $11.0M |
| 5 | MISSON FEDERAL CREDIT UNION MISSION FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | SAN DIEGO CA | 625 | $100.7M | $7.1M |
| 6 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $6.2M |
| 7 | NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND, INC. NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND & AFFILIATES 401(K) PROFIT SHARING PLAN & TRUST | NEWTON LOWER FALLS MA | 227 | $72.6M | $5.1M |
| 8 | NEUROSCIENCE GROUP OF NORTHEAST WISCONSIN, S.C. NEUROSCIENCE GROUP OF NORTHEAST WISCONSIN,S.C. PROFIT SHARING PLAN AND TRUST | NEENAH WI | 174 | $32.6M | $4.0M |
| 9 | BLAUER MANUFACTURING CO., INC. BLAUER MANUFACTURING CO., INC. 401K RETIREMENT PLAN | BOSTON MA | 271 | $32.9M | $3.8M |
| 10 | AIR T, INC. AIR T, INC. 401(K) RETIREMENT PLAN | CHARLOTTE NC | 545 | $32.5M | $3.7M |
