Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Institutional Lifecycle Fund 2040 in their Schedule of Assets, totaling $31.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE MIDDLEBURY COLLEGE CORE RETIREMENT PLAN | MIDDLEBURY VT | 1,539 | $573.5M | $26.1M |
| 2 | PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN | MIDDLEBURY VT | 1,039 | $311.8M | $5.5M |
