Form 5500 Search

Nuveen Lifecycle Index 2040 J

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 52 retirement plans report an interest in this investment, totaling $166.7M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
52
Reported interest (EOY)
$166.7M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 7 name variants: Nuveen Lifecycle Index 2040 J, Nuveen Lifecycle Index 2040 R, Nuveen Lifecycle Index 2040, Nuveen Lifecycle Index 2040 Class R, Nuveen Lifecycle Index 2040 Fund, Nuveen Lifecycle Index 2040-CLASS R, Nuveen Lifecycle Index 2040 Class J. Counts combine all variants of the same investment.

Plans holding Nuveen Lifecycle Index 2040 Jranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1TISHMAN SPEYER PROPERTIES, LP
TISHMAN SPEYER PROPERTIES, LP 401(K) SAVINGS PLAN
YEW YORK
NY
918$269.0M$30.1M
2MONTROSE ENVIRONMENTAL GROUP, INC.
MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN
IRVINE
CA
2,154$191.1M$17.7M
3RESTORATION HARDWARE, INC.
THE RH 401(K) PLAN
CORTE MADERA
CA
5,469$190.7M$17.5M
4CIOX HEALTH, LLC
CIOX HEALTH 401(K) PLAN
PHOENIX
AZ
8,445$119.5M$12.5M
5INSTRUCTURE, INC.
INSTRUCTURE, INC. 401(K) PLAN
SALT LAKE CITY
UT
1,286$91.0M$11.8M
6ALERISLIFE, INC.
THE ALERISLIFE RETIREMENT PLAN
NEWTON
MA
8,551$128.3M$8.4M
7GOENGINEER, INC.
GOENGINEER, INC. RETIREMENT PLAN
MIDVALE
UT
694$85.3M$7.6M
8MISSON FEDERAL CREDIT UNION
MISSION FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN
SAN DIEGO
CA
625$100.7M$6.9M
9RWS LIFE SCIENCES INC.
ONERWS 401(K) PLAN
EAST HARTFORD
CT
3,974$104.5M$5.7M
10KAISER MIDWEST, INC.
KAISER 401(K) PROFIT SHARING PLAN
MARBLE HILL
MO
135$66.3M$5.7M
See all 52 plans holding Nuveen Lifecycle Index 2040 J
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