Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA-CREF Lifecycle 2040 in their Schedule of Assets, totaling $17.3M 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 | WORCESTER POLYTECHNIC INSTITUTE WORCESTER POLYTECHNIC INSTITUTE DEFINED CONTRIBUTION PLAN | WORCESTER MA | 1,512 | $687.1M | $15.2M |
| 2 | CHICAGO PUBLIC MEDIA, INC. THE CHICAGO PUBLIC MEDIA, INC. TAX-DEFERRED ANNUITY (TDA) PLAN | CHICAGO IL | 136 | $27.4M | $1.2M |
| 3 | REGIS UNIVERSITY |
DENVER CO |
| 786 |
| $168.7M |
| $833K |
| 4 | SEATTLE PACIFIC UNIVERSITY SEATTLE PACIFIC UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SEATTLE WA | 438 | $107.1M | $91K |
| 5 | OVERBROOK SCHOOL FOR THE BLIND OVERBROOK STAFF SAVINGS PLAN | PHILADELPHIA PA | 250 | $10.3M | $10K |
