Tiaa-cref Lifecycle Index 2025
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 40 retirement plans report an interest in this investment, totaling $12.3M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
40
Reported interest (EOY)
$12.3M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Tiaa-cref Lifecycle Index 2025, Tiaa-cref Lifecycle Index 2025 Fund, Tiaa-cref Lifecycle Index 2025 Inst. Counts combine all variants of the same investment.
Plans holding Tiaa-cref Lifecycle Index 2025ranked by reported interest
Unlock full list (Pro)| # | 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 | $1.8M |
| 2 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. GA UNION 401(K) PLAN | SUWANEE GA | 0 | $0 | $1.6M |
| 3 | WHOLESALE ELECTRIC SUPPLY CO., INC. WHOLESALE ELECTRIC SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN | TEXARKANA TX | 662 | $15.9M | $1.3M |
| 4 | PLAN FIDUCIARY SERVICES, INC. INSIGHT FINANCIAL PARTNERS POOLED EMPLOYER PLAN | CLEARWATER FL | 21 | — | $1.2M |
| 5 | LOUISIANA GASTROENTEROLOGY ASSOCIATES, LLC LOUISIANA GASTROENTEROLOGY ASSOCIATES, LLC 401(K) PLAN AND TRUST | LAFAYETTE LA | 122 | $8.4M | $1.1M |
| 6 | CAREWELL HEALTH CAREWELL HEALTH 401(K) PLAN | EAST ORANGE NJ | 693 | $9.5M | $999K |
| 7 | ERICJON WORLD WIDE HOLDINGS, INC. PINNACLE ADVERTISING 401(K) PLAN | SCHAUMBURG IL | 112 | $12.1M | $965K |
| 8 | WILLIAMS ISLAND POA WILLIAMS ISLAND POA 401(K) PLAN | AVENTURA FL | 211 | $7.0M | $764K |
| 9 | REHABILITATION ASSOCIATES, INC. REHABILITATION ASSOCIATES GROUP 401(K) PLAN | NORWOOD MA | 247 | $5.6M | $640K |
| 10 | CAPRIS FURNITURE INDUSTRIES, INC. CAPRIS FURNITURE INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP & SAVINGS PLAN | OCALA FL | 125 | $9.8M | $423K |
See all 40 plans holding Tiaa-cref Lifecycle Index 2025
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