Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 102 retirement plans report an interest in this investment, totaling $36.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Nuveen Lifecycle Index 2060, Nuveen Lifecycle Index 2060 Fund, Nuveen Lifecycle Index 2060 CL R6, Nuveen Lifecycle Index 2060 Class R, Nuveen Lifecycle Index 2060 Fund -. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WATERBRIDGE MANAGEMENT COMPANY LLC WATERBRIDGE MANAGEMENT COMPANY 401(K) PLAN | HOUSTON TX | 483 | $25.8M | $3.4M |
| 2 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $3.2M |
| 3 | THERAPY MANAGEMENT SERVICES, LLC KIDSCARE HOME HEALTH THERAPY MANAGEMENT SERVICES 401(K) PLAN | DALLAS TX | 532 | $15.3M | $2.4M |
| 4 | MEASURABL, INC. MEASURABL, INC. 401(K) PLAN | SAN DIEGO CA | 122 | $12.6M | $1.9M |
| 5 | BETA TECHNOLOGIES, INC. BETA TECHNOLOGIES 401(K) PLAN | SOUTH BURLINGTON VT | 733 | $20.2M | $1.6M |
| 6 | PRN HEALTH SERVICES, INC. PRN HEALTH SERVICES, INC. 401(K) PLAN | LITTLE CHUTE WI | 1,036 | $14.7M | $1.4M |
| 7 | MOXIWORKS, LLC MOXIWORKS 401(K) PLAN | BELLEVUE WA | 88 | $15.2M | $1.2M |
| 8 | NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND, INC. NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND & AFFILIATES 401(K) PROFIT SHARING PLAN & TRUST | NEWTON LOWER FALLS MA | 227 | $72.6M | $1.2M |
| 9 | FLS TRANSPORTATION SERVICES USA, INC. FLS TRANSPORTATION SERVICES USA, INC. 401(K) PLAN | ATLANTA GA | 238 | $7.6M | $1.1M |
| 10 | CENTRAL VALLEY MEAT CO. CENTRAL VALLEY MEAT CO. 401(K) PLAN | HANFORD CA | 1,638 | $20.0M | $980K |
