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 $151.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 7 name variants: Nuveen Lifecycle Index 2050 J, Nuveen Lifecycle Index 2050 R, Nuveen Lifecycle Index 2050 Class R, Nuveen Lifecycle Index 2050, Nuveen Lifecycle Index 2050 Fund, Nuveen Lifecycle Index 2050 Class J, Nuveen Lifecycle Index 2050-CLASS R. 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 | $29.0M |
| 2 | INSTRUCTURE, INC. INSTRUCTURE, INC. 401(K) PLAN | SALT LAKE CITY UT | 1,286 | $91.0M | $17.9M |
| 3 | RESTORATION HARDWARE, INC. THE RH 401(K) PLAN | CORTE MADERA CA | 5,469 | $190.7M | $16.9M |
| 4 | MONTROSE ENVIRONMENTAL GROUP, INC. MONTROSE ENVIRONMENTAL GROUP 401(K) PLAN | IRVINE CA | 2,154 | $191.1M | $15.6M |
| 5 | CIOX HEALTH, LLC CIOX HEALTH 401(K) PLAN | PHOENIX AZ | 8,445 | $119.5M | $12.0M |
| 6 | MISSON FEDERAL CREDIT UNION MISSION FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN | SAN DIEGO CA | 625 | $100.7M | $7.4M |
| 7 | KAISER MIDWEST, INC. KAISER 401(K) PROFIT SHARING PLAN | MARBLE HILL MO | 135 | $66.3M | $6.7M |
| 8 | WATERBRIDGE MANAGEMENT COMPANY LLC WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN | HOUSTON TX | 483 | $25.8M | $5.4M |
| 9 | ALERISLIFE, INC. THE ALERISLIFE RETIREMENT PLAN | NEWTON MA | 8,551 | $128.3M | $5.2M |
| 10 | WEAVE COMMUNICATIONS, INC. WEAVE 401(K) PLAN | LEHI UT | 732 | $38.8M | $5.0M |
