Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TIAA-CREF LC INDEX 2040 INST in their Schedule of Assets, totaling $6.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOTTE NEW YORK PALACE, LLC. LOTTE HOTEL HOLDINGS USA 401(K) RETIREMENT PLAN | NEW YORK NY | 180 | $12.3M | $3.3M |
| 2 | UNIVERSAL PARAGON CORPORATION UNIVERSAL PARAGON CORPORATION 401(K) PLAN | UNIVERSAL CITY CA | 427 | $14.6M | $1.1M |
| 3 | BIORASI, LLC BIORASI LLC 401(K) PROFIT SHARING PLAN & TRUST |
AVENTURA FL |
| 120 |
| $4.1M |
| $780K |
| 4 | BOYS & GIRLS CLUBS OF THE PENINS BOYS & GIRLS CLUBS OF THE | MENLO PARK CA | 157 | $6.1M | $569K |
| 5 | AAA ABC ACQUISITION, LLC AAA ABC ACQUISITION, LLC 401K PLAN | LOS ANGELES CA | 173 | $9.9M | $500K |
| 6 | DIRECT MAIL OF MAINE INC. DIRECT MAIL OF MAINE INC 401(K) PROFIT SHARING PLAN AND TRUST | SCARBOROUGH ME | 99 | $3.3M | $259K |
| 7 | BURBANK DENTAL LABORATORY, LLC BURBANK DENTAL LABORATORY, LLC SALARY DEFERRAL PLAN | BURBANK CA | 122 | $7.8M | $126K |
| 8 | ALERACARE HOLDINGS, LLC ALERACARE 401(K) PLAN | PHOENIX AZ | 189 | $4.0M | $121K |
