Tiaa-cref Lifecycle Index 2040
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 45 retirement plans report an interest in this investment, totaling $18.7M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
45
Reported interest (EOY)
$18.7M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: Tiaa-cref Lifecycle Index 2040, Tiaa-cref Lifecycle Index 2040 Fund, Tiaa-cref Lifecycle Index 2040 Inst. Counts combine all variants of the same investment.
Plans holding Tiaa-cref Lifecycle Index 2040ranked 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 | $2.2M |
| 2 | GAR CONSTRUCTION, LLC THE RABINE GROUP 401(K) PROFIT SHARING PLAN | SCHAUMBURG IL | 406 | $15.3M | $1.8M |
| 3 | WHOLESALE ELECTRIC SUPPLY CO., INC. WHOLESALE ELECTRIC SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN | TEXARKANA TX | 662 | $15.9M | $1.7M |
| 4 | ERICJON WORLD WIDE HOLDINGS, INC. PINNACLE ADVERTISING 401(K) PLAN | SCHAUMBURG IL | 112 | $12.1M | $1.7M |
| 5 | WILLIAMS ISLAND POA WILLIAMS ISLAND POA 401(K) PLAN | AVENTURA FL | 211 | $7.0M | $1.3M |
| 6 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. GA UNION 401(K) PLAN | SUWANEE GA | 0 | $0 | $1.3M |
| 7 | LOUISIANA GASTROENTEROLOGY ASSOCIATES, LLC LOUISIANA GASTROENTEROLOGY ASSOCIATES, LLC 401(K) PLAN AND TRUST | LAFAYETTE LA | 122 | $8.4M | $1.0M |
| 8 | INNOVATIVE CONSULTING & MANAGEMENT SERVICES, LLC INNOVATIVE CONSULTING & MANAGEMENT SERVICES LLC 401(K) PLAN | GAITHERSBURG MD | 100 | $3.6M | $1.0M |
| 9 | CAREWELL HEALTH CAREWELL HEALTH 401(K) PLAN | EAST ORANGE NJ | 693 | $9.5M | $885K |
| 10 | ONLOGIC, INC. ONLOGIC RETIREMENT PLAN | SOUTH BURLINGTON VT | 188 | $13.3M | $861K |
See all 45 plans holding Tiaa-cref Lifecycle Index 2040
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