Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * Registered investment company TIAA-CREF Lifecycle 2040 Premium N/R in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ST. JOSEPH'S UNIVERSITY, NEW YORK ST. JOSEPH'S UNIVERSITY 403(B) PLAN | BROOKLYN NY | 490 | $136.2M | $2.6M |
