Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TIAA-CREF Lifecycle 2040-Inst Mutual Fund in their Schedule of Assets, totaling $34.5M 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 | ST. MARY'S UNIVERSITY ST. MARY'S UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SAN ANTONIO TX | 707 | $192.2M | $9.8M |
| 2 | BRADLEY UNIVERSITY BRADLEY UNIVERSITY DEFINED CONTRIBUTION PLAN | PEORIA IL | 824 | $365.7M | $9.1M |
| 3 | WHOLESALE ELECTRIC SUPPLY COMPANY OF HOUSTON INC |
HOUSTON TX |
| 520 |
| $67.1M |
| $5.9M |
| 4 | AUGUSTANA COLLEGE AUGUSTANA COLLEGE RETIREMENT PLAN | ROCK ISLAND IL | 558 | $114.7M | $5.7M |
| 5 | AUGUSTANA COLLEGE AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ROCK ISLAND IL | 231 | $89.1M | $2.4M |
| 6 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $884K |
| 7 | REGIS COLLEGE REGIS COLLEGE DC RETIREMENT PLAN | WESTON MA | 398 | $67.0M | $751K |
| 8 | UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. 401(A) DC PLAN | ALBANY NY | 27 | $9.1M | $119K |
