Nuveen

Nuveen Lifestyle Income Fund Class R6

Ticker TSITX · Mutual fund · Share class: Class R6Low cost

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through Oct 29, 2026.

Plans holding

2 with $250K or more

Dollars held

$1.9M

69,851 of 69,862 plans with fund lines hold none

Median per plan

$120K

Share of their fund dollars

1.1%

Plans that added or dropped it from 2024 to 2025

Added

1 plan

$424K at year-end 2025

Dropped

0 plans

$0 at year-end 2024

Moved in

0 plans

from another class or vehicle

Moved out

0 plans

to another class or vehicle

Plans that added it in 2025
Plan	Change	Fund	Year-end value
James Edward & Companies, Inc. 401(k) Plan$5M-$50M Added Nuveen Lifestyle Income Fund Class R6	Added	Nuveen Lifestyle Income Fund Class R6	$424K

Stable value and insurance contract lines, renames and class changes are not counted.

The largest 10 plans in each list.

					Share class held
Calsigi LLC 401(k) Plan$18.6M plan · Calsigi LLC Dba Strat Info Group, SC · ADP	ADP	$18.6M	$433K	2.4%	Class R6
James Edward & Companies, Inc. 401(k) Plan$10.2M plan · James Edward & Companies, Inc., TX · John Hancock (Manulife)	John Hancock (Manulife)	$10.2M	$424K	4.2%	Class R6
Whirlwind Steel Buildings, Inc. 401(k) Plan$25.2M plan · Whirlwind Steel Buildings, Inc., TX · John Hancock (Manulife)	John Hancock (Manulife)	$25.2M	$235K	0.9%	Class R6
MG Properties Retirement Plan$28.0M plan · Gleiberman Properties Inc., CA · ADP	ADP	$28.0M	$166K	0.6%	Class R6
Pivot Energy, Inc. 401(k) Plan$16.8M plan · Pivot Energy, Inc., CO · Empower	Empower	$16.8M	$146K	0.9%	Class R6
KMC Controls, Inc. 401(k) Plan and Trust$21.3M plan · Kreuter Manufacturing Company, Inc., IN · Empower	Empower	$21.3M	$120K	0.6%	Class R6
Dan Wolf Automotive Group 401(k) Plan$17.3M plan · Dan Wolf Automotive Group, IL · John Hancock (Manulife)	John Hancock (Manulife)	$17.3M	$115K	0.7%	Class R6
TJL Industries Inc 401(k) Profit Sharing Plan & Trust$18.8M plan · TJL Industries Inc, TX · Paychex	Paychex	$18.8M	$106K	0.6%	Class R6
Ses 401(k) Plan$15.7M plan · Superior Environmental Solutions, OH · Newport Group	Newport Group	$15.7M	$65K	0.4%	Class R6
The Connecticut Hospice Inc. Tax Sheltered Annuity Plan$6.4M plan · The Connecticut Hospice Inc, CT · Principal	Principal	$6.4M	$49K	0.8%	Class R6

Plans whose filed schedule lists Nuveen Lifestyle Income Fund Class R6.

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Show 2 names seen in the filings