Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding TIAA CREF Life Index 2040 Registered investment company (y) in their Schedule of Assets, totaling $4.0M 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 | EMERGENCY MEDICINE SPECIALISTS, INC. EMERGENCY MEDICINE SPECIALISTS, INC. PROFIT SHARING PLAN | MIAMISBURG OH | 129 | $72.9M | $4.0M |
