Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 27 retirement plans report an interest in this investment, totaling $875K in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: Tiaa-cref Lifecycle Index RET, Tiaa_cref Lifecycle Index RET. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. GA UNION 401(K) PLAN | SUWANEE GA | 0 | $0 | $278K |
| 2 | CAREWELL HEALTH CAREWELL HEALTH 401(K) PLAN | EAST ORANGE NJ | 693 | $9.5M | $124K |
| 3 | ANATOMY IT , LLC ANATOMY IT , LLC 401(K) PLAN | WHITE PLAINS NY | 198 | $13.4M | $112K |
| 4 | SOUTHERN MISSOURI CONTAINERS, INC. SMC PACKAGING GROUP 401(K) PLAN | SPRINGFIELD MO | 421 | $35.6M | $97K |
| 5 | GREENSPAN & ASSOCIATES, INC. GREENSPAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ENCINO CA | 9 | — | $85K |
| 6 | DRESSMAN, BENZINGER & LAVELLE, P.S.C. DRESSMAN, BENZINGER & LAVELLE, P.S.C. 401(K) PROFIT SHARING PLAN | COVINGTON KY | 95 | $27.1M | $57K |
| 7 | ENDEAVOR CONSULTING GROUP, LLC ENDEAVOR CONSULTING GROUP, LLC 401(K) PLAN | WAYNE PA | 73 | $4.3M | $31K |
| 8 | WHOLESALE ELECTRIC SUPPLY CO., INC. WHOLESALE ELECTRIC SUPPLY COMPANY, INC 401(K) PROFIT SHARING PLAN | TEXARKANA TX | 662 | $15.9M | $24K |
| 9 | INNOVATIVE CONSULTING & MANAGEMENT SERVICES, LLC INNOVATIVE CONSULTING & MANAGEMENT SERVICES LLC 401(K) PLAN | GAITHERSBURG MD | 100 | $3.6M | $19K |
| 10 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. AZ UNION 401(K) PLAN | SUWANEE GA | 0 | $0 | $19K |
