Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Teachers Insurance and Annuity Association of America Lifecycle Index 2040 Retirement in their Schedule of Assets, totaling $996K 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 | CAROLINA DAY SCHOOL, INC. CAROLINA DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ASHEVILLE NC | 187 | $16.2M | $996K |
