Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA-CREF Lifecycle 2040 Fund " in their Schedule of Assets, totaling $13.2M 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 | SWARTHMORE COLLEGE SWARTHMORE COLLEGE REGULAR RETIREMENT PLAN | SWARTHMORE PA | 1,171 | $462.5M | $8.6M |
| 2 | THE PINGRY CORPORATION PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN | BASKING RIDGE NJ | 337 | $54.4M | $2.2M |
| 3 | BRIMMER AND MAY SCHOOL BRIMMER AND MAY SCHOOL RETIREMENT PLAN |
CHESTNUT HILL MA |
| 107 |
| $25.6M |
| $1.2M |
| 4 | INSTITUTE OF GAS TECHNOLOGY GAS TECHNOLOGY INSTITUTE RETIREMENT PLAN | DES PLAINES IL | 299 | $102.8M | $697K |
| 5 | INSTITUTE OF GAS TECHNOLOGY GTI SUPPLEMENTAL RETIREMENT ANNUITY PLAN | DES PLAINES IL | 332 | $156.0M | $424K |
| 6 | THE PINGRY CORPORATION THE PINGRY CORPORATION DEFINED CONTRIBUTION PLAN | BASKING RIDGE NJ | 124 | $80.7M | $132K |