Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 31 retirement plans report an interest in this investment, totaling $253.6M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: Nuveen Tiaa Lifecycle Index 2040 R, Nuveen Tiaa Lifecycle Index 2040, Nuveen Tiaa Lifecycle Index 2040 J, Nuveen Tiaa Lifecycle Index 2040 -, Nuveen Tiaa Lifecycle Index 2040; R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | COHNREZNICK LLC COHNREZNICK LLC 401(K) PROFIT SHARING PLAN | PARSIPPANY NJ | 3,968 | $751.1M | $54.1M |
| 2 | ALLIANT INSURANCE SERVICES, INC. ALLIANT INSURANCE SERVICES, INC. 401(K) SAVINGS & INVESTMENT PLAN | IRVINE CA | 7,715 | $986.6M | $47.6M |
| 3 | UWH OF THE CAROLINAS, PLLC UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN | TAMPA FL | 1,171 | $228.4M | $24.4M |
| 4 | FLORIDA WOMAN CARE, LLC UWH OF FLORIDA LLC 401(K) RETIREMENT PLAN | TAMPA FL | 2,048 | $254.8M | $23.6M |
| 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 | $14.9M |
| 6 | UNIFIED WOMEN'S HEALTHCARE OF TEXAS, PLLC UWH OF TEXAS, PLLC 401(K) RETIREMENT PLAN | TAMPA FL | 712 | $87.9M | $11.3M |
| 7 | FLUIDRA NORTH AMERICA FLUIDRA NORTH AMERICA RETIREMENT PLAN | CARLSBAD CA | 1,134 | $105.3M | $10.4M |
| 8 | RESORTS WORLD LAS VEGAS, LLC GENTING USA 401(K) PLAN | JAMAICA NY | 6,397 | $123.7M | $9.6M |
| 9 | THE DONOHOE COMPANIES, INC. THE DONOHOE PROFIT SHARING/401(K) SAVINGS PLAN | BETHESDA MD | 822 | $131.2M | $9.4M |
| 10 | INSTRUCTURE, INC. INSTRUCTURE, INC. 401(K) PLAN | SALT LAKE CITY UT | 1,095 | $65.1M | $9.4M |
