Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 136 retirement plans report an interest in this investment, totaling $8.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: Tiaa-cref Small-cap Blend IDX, Tiaa-cref Small CAP Blend IDX, Tiaa Cref Small CAP Blend IDX, Tiaa-cref Small-cap Blend IDX Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | WORKSMART SYSTEMS, INC. WORKSMART SYSTEMS, INC. 401(K)PROFIT SHARING PLAN AND TRUST | INDIANAPOLIS IN | 6,062 | $327.7M | $3.2M |
| 2 | AFFORDABLE INTERIOR SYSTEMS, INC. AFFORDABLE INTERIOR SYSTEMS, INC. 401(K) PLAN | LEOMINSTER MA | 883 | $30.5M | $1.8M |
| 3 | BUTLER AUTOMOTIVE GROUP, INC. BUTLER AUTOMOTIVE GROUP, INC. 401(K) RETIREMENT PLAN | MACON GA | 740 | $15.7M | $257K |
| 4 | ENGENDREN, LLC DBA IEA, LLC ENGENDREN CORPORATION 401(K) PLAN | KENOSHA WI | 215 | $7.5M | $240K |
| 5 | AVAIRPROS SERVICES, INC AVAIRPROS SERVICES, INC 401(K) PLAN | NAPLES FL | 187 | $19.7M | $163K |
| 6 | FIRSTPERRYTON BANCORP, INC. FIRSTBANK SOUTHWEST 401K & PROFIT SHARING PLAN | PERRYTON TX | 226 | $29.7M | $153K |
| 7 | ANDREW ROBY, INC ANDREW ROBY, INC. 401(K) PLAN | CHARLOTTE NC | 137 | $7.6M | $141K |
| 8 | TRAVIS INDUSTRIES INC TRAVIS INDUSTRIES, INC. 401K PLAN | MUKILTEO WA | 362 | $38.1M | $139K |
| 9 | LONGVIEW CAPITAL CORPORATION LONGVIEW CAPITAL CORPORATION 401(K) PLAN | NEWMAN IL | 162 | $10.4M | $133K |
| 10 | CHALLENGER GROUP SUPPORT LLC CHALLENGER GROUP SUPPORT LLC 401(K) PLAN | COLORADO SPRINGS CO | 164 | $10.4M | $113K |
