Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 32 retirement plans report an interest in this investment, totaling $4.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Tiaa-cref Lifecycle Index 2020, Tiaa-cref Lifecycle Index 2020 Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SOUTHERN MISSOURI CONTAINERS, INC. SMC PACKAGING GROUP 401(K) PLAN | SPRINGFIELD MO | 421 | $35.6M | $1.7M |
| 2 | REHABILITATION ASSOCIATES, INC. REHABILITATION ASSOCIATES GROUP 401(K) PLAN | NORWOOD MA | 247 | $5.6M | $867K |
| 3 | CAREWELL HEALTH CAREWELL HEALTH 401(K) PLAN | EAST ORANGE NJ | 693 | $9.5M | $511K |
| 4 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. GA UNION 401(K) PLAN | SUWANEE GA | 0 | $0 | $473K |
| 5 | PLAN FIDUCIARY SERVICES, INC. INSIGHT FINANCIAL PARTNERS POOLED EMPLOYER PLAN | CLEARWATER FL | 21 | — | $247K |
| 6 | DRESSMAN, BENZINGER & LAVELLE, P.S.C. DRESSMAN, BENZINGER & LAVELLE, P.S.C. 401(K) PROFIT SHARING PLAN | COVINGTON KY | 95 | $27.1M | $227K |
| 7 | CENTRO DE LA FAMILIA DE UTAH CENTRO DE LA FAMILIA DE UTAH 401(K) AND PROFIT SHARING PLAN | SALT LAKE CITY UT | 329 | $2.8M | $125K |
| 8 | GAR CONSTRUCTION, LLC THE RABINE GROUP 401(K) PROFIT SHARING PLAN | SCHAUMBURG IL | 406 | $15.3M | $124K |
| 9 | KENNETH FOX SUPPLY COMPANY KENNETH FOX SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | MCALLEN TX | 294 | $7.5M | $117K |
| 10 | OLD PUEBLO HEALTHCARE, LLC DBA OPTIMA MEDICAL OPTIMA MEDICAL 401(K) PLAN | SCOTTSDALE AZ | 237 | $3.3M | $98K |
