Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 47 retirement plans report an interest in this investment, totaling $20.3M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Tiaa-cref Lifecycle Index 2030, Tiaa-cref Lifecycle Index 2030 Fund, Tiaa-cref Lifecycle Index 2030 Inst. 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 | $6.5M |
| 2 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. GA UNION 401(K) PLAN | SUWANEE GA | 0 | $0 | $2.1M |
| 3 | GAR CONSTRUCTION, LLC THE RABINE GROUP 401(K) PROFIT SHARING PLAN | SCHAUMBURG IL | 406 | $15.3M | $2.0M |
| 4 | WILLIAMS ISLAND POA WILLIAMS ISLAND POA 401(K) PLAN | AVENTURA FL | 211 | $7.0M | $1.4M |
| 5 | CAREWELL HEALTH CAREWELL HEALTH 401(K) PLAN | EAST ORANGE NJ | 693 | $9.5M | $1.3M |
| 6 | WHOLESALE ELECTRIC SUPPLY CO., INC. WHOLESALE ELECTRIC SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN | TEXARKANA TX | 662 | $15.9M | $1.1M |
| 7 | PLAN FIDUCIARY SERVICES, INC. INSIGHT FINANCIAL PARTNERS POOLED EMPLOYER PLAN | CLEARWATER FL | 21 | — | $1.1M |
| 8 | REHABILITATION ASSOCIATES, INC. REHABILITATION ASSOCIATES GROUP 401(K) PLAN | NORWOOD MA | 247 | $5.6M | $659K |
| 9 | CUSHMAN ENTERPRISES INC CUSHMAN ENTERPRISES INC DBA SCOTT IMPLEMENT PROFIT SHARING PLAN AND TRUST | PLATTEVILLE WI | 13 | — | $543K |
| 10 | OLD PUEBLO HEALTHCARE, LLC DBA OPTIMA MEDICAL OPTIMA MEDICAL 401(K) PLAN | SCOTTSDALE AZ | 237 | $3.3M | $479K |
