Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 104 retirement plans report an interest in this investment, totaling $72.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Nuveen Lifecycle Index 2040, Nuveen Lifecycle Index 2040 Fund, Nuveen Lifecycle Index 2040 Fund -, Nuveen Lifecycle Index 2040 CL R6, Nuveen Lifecycle Index 2040 Class R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $7.6M |
| 2 | KAISER MIDWEST, INC. KAISER 401(K) PROFIT SHARING PLAN | MARBLE HILL MO | 135 | $66.3M | $5.7M |
| 3 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $3.0M |
| 4 | NEUROSCIENCE GROUP OF NORTHEAST WISCONSIN, S.C. NEUROSCIENCE GROUP OF NORTHEAST WISCONSIN,S.C. PROFIT SHARING PLAN AND TRUST | NEENAH WI | 174 | $32.6M | $2.8M |
| 5 | UNIVERSAL ENVIRONMENTAL SERVICES, LLC UNIVERSAL ENVIRONMENTAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | PEACHTREE CITY GA | 420 | $17.7M | $2.8M |
| 6 | THERAPY MANAGEMENT SERVICES, LLC KIDSCARE HOME HEALTH THERAPY MANAGEMENT SERVICES 401(K) PLAN | DALLAS TX | 532 | $15.3M | $2.7M |
| 7 | TOBIN LUCKS, LLP TOBIN LUCKS, LLP 401(K) PROFIT SHARING PLAN | WEST HILLS CA | 137 | $24.5M | $2.3M |
| 8 | CHAPMAN MANAGEMENT CORPORATION CHAPMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | HORSHAM PA | 507 | $38.0M | $2.2M |
| 9 | GOLDMAN EQUIPMENT L.L.C. GOLDMAN & ASSOCIATED COMPANIES EMPLOYEES PROFIT SHARING PLAN & TRUST | WEST MONROE LA | 186 | $16.3M | $1.9M |
| 10 | BRIGHTON G&B HOLDINGS INC. BRIGHTON G&B HOLDINGS INC. 401K PLAN | SANDY UT | 871 | $13.7M | $1.9M |
