Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 49 retirement plans report an interest in this investment, totaling $137.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Nuveen Lifecycle Index 2045 J, Nuveen Lifecycle Index 2045 R, Nuveen Lifecycle Index 2045 Class R, Nuveen Lifecycle Index 2045, Nuveen Lifecycle Index 2045 Class J, Nuveen Lifecycle Index 2045 Fund, Nuveen Lifecycle Index 2045-CLASS R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | RESTORATION HARDWARE, INC. THE RH 401(K) PLAN | CORTE MADERA CA | 5,469 | $190.7M | $19.0M |
| 2 | MONTROSE ENVIRONMENTAL GROUP, INC. MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN | IRVINE CA | 2,154 | $191.1M | $17.1M |
| 3 | INSTRUCTURE, INC. INSTRUCTURE, INC. 401(K) PLAN | SALT LAKE CITY UT | 1,286 | $91.0M | $13.5M |
| 4 | CIOX HEALTH, LLC CIOX HEALTH 401(K) PLAN | PHOENIX AZ | 8,445 | $119.5M | $13.2M |
| 5 | SAFE CREDIT UNION SAFE CREDIT UNION 401(K) PROFIT-SHARING PLAN | FOLSOM CA | 684 | $97.1M | $9.3M |
| 6 | TPUSA, INC. TPUSA 401(K) PLAN | SALT LAKE CITY UT | 14,666 | $87.8M | $6.9M |
| 7 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $6.2M |
| 8 | ALERISLIFE, INC. THE ALERISLIFE RETIREMENT PLAN | NEWTON MA | 8,551 | $128.3M | $6.1M |
| 9 | KAISER MIDWEST, INC. KAISER 401(K) PROFIT SHARING PLAN | MARBLE HILL MO | 135 | $66.3M | $5.9M |
| 10 | MISSON FEDERAL CREDIT UNION MISSION FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | SAN DIEGO CA | 625 | $100.7M | $5.8M |
