Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 48 retirement plans report an interest in this investment, totaling $156.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Nuveen Lifecycle Index 2040 J, Nuveen Lifecycle Index 2040 R, Nuveen Lifecycle Index 2040 Class R, Nuveen Lifecycle Index 2040, Nuveen Lifecycle Index 2040-CLASS R, Nuveen Lifecycle Index 2040 Class J, Nuveen Lifecycle Index 2040 Fund. 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 | $30.1M |
| 2 | MONTROSE ENVIRONMENTAL GROUP, INC. MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN | IRVINE CA | 2,154 | $191.1M | $17.7M |
| 3 | RESTORATION HARDWARE, INC. THE RH 401(K) PLAN | CORTE MADERA CA | 5,469 | $190.7M | $17.5M |
| 4 | CIOX HEALTH, LLC CIOX HEALTH 401(K) PLAN | PHOENIX AZ | 8,445 | $119.5M | $12.5M |
| 5 | INSTRUCTURE, INC. INSTRUCTURE, INC. 401(K) PLAN | SALT LAKE CITY UT | 1,286 | $91.0M | $11.8M |
| 6 | ALERISLIFE, INC. THE ALERISLIFE RETIREMENT PLAN | NEWTON MA | 8,551 | $128.3M | $8.4M |
| 7 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $7.6M |
| 8 | MISSON FEDERAL CREDIT UNION MISSION FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | SAN DIEGO CA | 625 | $100.7M | $6.9M |
| 9 | KAISER MIDWEST, INC. KAISER 401(K) PROFIT SHARING PLAN | MARBLE HILL MO | 135 | $66.3M | $5.7M |
| 10 | SAFE CREDIT UNION SAFE CREDIT UNION 401(K) PROFIT-SHARING PLAN | FOLSOM CA | 684 | $97.1M | $4.9M |
