Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 28 retirement plans report an interest in this investment, totaling $123.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Nuveen Tiaa Lifecycle Index 2025, Nuveen Tiaa Lifecycle Index 2025 R, Nuveen Tiaa Lifecycle Index 2025 J, Nuveen Tiaa Lifecycle Index 2025 -, Nuveen Tiaa Lifecycle Index 2025; R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ALLIANT INSURANCE SERVICES, INC. ALLIANT INSURANCE SERVICES, INC. 401(K) SAVINGS & INVESTMENT PLAN | IRVINE CA | 7,715 | $986.6M | $33.7M |
| 2 | THE DONOHOE COMPANIES, INC. THE DONOHOE PROFIT SHARING/401(K) SAVINGS PLAN | BETHESDA MD | 822 | $131.2M | $17.5M |
| 3 | FLORIDA WOMAN CARE, LLC UWH OF FLORIDA LLC 401(K) RETIREMENT PLAN | TAMPA FL | 2,048 | $254.8M | $14.7M |
| 4 | UWH OF THE CAROLINAS, PLLC UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN | TAMPA FL | 1,171 | $228.4M | $14.0M |
| 5 | MID-ATLANTIC WOMEN'S CARE, P.L.C. MID-ATLANTIC WOMEN'S CARE, P.L.C. PROFIT SHARING PLAN | NORFOLK VA | 439 | $106.3M | $12.0M |
| 6 | UWH OF MICHIGAN UWH OF MICHIGAN 401(K) RETIREMENT PLAN | TAMPA FL | 177 | $28.5M | $5.1M |
| 7 | UNIFIED WOMEN'S HEALTHCARE OF TEXAS, PLLC UWH OF TEXAS, PLLC 401(K) RETIREMENT PLAN | TAMPA FL | 712 | $87.9M | $4.4M |
| 8 | COHNREZNICK LLC COHNREZNICK LLC 401(K) PROFIT SHARING PLAN | PARSIPPANY NJ | 3,968 | $751.1M | $4.0M |
| 9 | UNIFIED WOMEN'S HEALTHCARE, LLC UNIFIED WOMEN'S HEALTHCARE, LLC 401(K) PROFIT SHARING PLAN | TAMPA FL | 750 | $48.8M | $3.0M |
| 10 | FLUIDRA NORTH AMERICA FLUIDRA NORTH AMERICA RETIREMENT PLAN | CARLSBAD CA | 1,134 | $105.3M | $2.8M |
