Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 98 retirement plans report an interest in this investment, totaling $14.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Nuveen Lifecycle Index 2065, Nuveen Lifecycle Index 2065 Fund, Nuveen Lifecycle Index 2065 Class R, Nuveen Lifecycle Index 2065 CL R6, Nuveen Lifecycle Index 2065 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 | $1.1M |
| 2 | CHAPMAN MANAGEMENT CORPORATION CHAPMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | HORSHAM PA | 507 | $38.0M | $976K |
| 3 | BETA TECHNOLOGIES, INC. BETA TECHNOLOGIES 401(K) PLAN | SOUTH BURLINGTON VT | 733 | $20.2M | $884K |
| 4 | MEASURABL, INC. MEASURABL, INC. 401(K) PLAN | SAN DIEGO CA | 122 | $12.6M | $784K |
| 5 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $737K |
| 6 | PRN HEALTH SERVICES, INC. PRN HEALTH SERVICES, INC. 401(K) PLAN | LITTLE CHUTE WI | 1,036 | $14.7M | $620K |
| 7 | KAISER MIDWEST, INC. KAISER 401(K) PROFIT SHARING PLAN | MARBLE HILL MO | 135 | $66.3M | $620K |
| 8 | SQUARE ONE CONCEPTS, INC. SQUARE ONE CONCEPTS, INC. 401(K) PLAN | SCOTTSDALE AZ | 550 | $1.8M | $606K |
| 9 | CENTRAL VALLEY MEAT CO. CENTRAL VALLEY MEAT CO. 401(K) PLAN | HANFORD CA | 1,638 | $20.0M | $486K |
| 10 | THERAPY MANAGEMENT SERVICES, LLC KIDSCARE HOME HEALTH THERAPY MANAGEMENT SERVICES 401(K) PLAN | DALLAS TX | 532 | $15.3M | $447K |
