Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 26 retirement plans report an interest in this investment, totaling $3.2M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Nuveen Strategic Income Fund, Nuveen Strategic Income I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | HAND TO SHOULDER CENTER OF WISCONSIN, LTD. HAND TO SHOULDER CENTER OF WISCONSIN 401(K) PROFIT SHARING PLAN | APPLETON WI | 101 | $25.9M | $1.9M |
| 2 | TESTAN LAW APC TESTAN LAW APC 401(K) PROFIT SHARING PLAN | WESTLAKE VILLAGE CA | 92 | $23.9M | $359K |
| 3 | LILE INTERNATIONAL COMPANIES, INC. |
TIGARD OR |
| 96 |
| $6.4M |
| $165K |
| 4 | WICO METAL PRODUCTS COMPANY WICO METAL PRODUCTS 401(K) PLAN | WARREN MI | 282 | $17.8M | $154K |
| 5 | COMMUNITY 1ST CREDIT UNION COMMUNITY 1ST CREDIT UNION 401(K) PLAN | OTTUMWA IA | 280 | $23.5M | $121K |
| 6 | PROJECT GENESIS, INC. PROJECT GENESIS, INC. 401(K) PROFIT SHARING PLAN | WILLIMANTIC CT | 107 | $6.0M | $100K |
| 7 | LEE & CATES GLASS, INC. LEE & CATES GLASS, INC. 401(K) PLAN | JACKSONVILLE FL | 145 | $7.0M | $92K |
| 8 | KY PPEC, INC. DBA THE KIDZ CLUB THE KIDZ CLUB 401(K) PLAN | LOUISVILLE KY | 279 | $7.0M | $65K |
| 9 | SEARCH, INC. SEARCH RETIREMENT PLAN | CHICAGO IL | 250 | $15.3M | $54K |
| 10 | GALVION LTD. GALVION LTD 401(K) RETIREMENT PLAN | PORTSMOUTH NH | 366 | $4.5M | $42K |
