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 Mutual fund in their Schedule of Assets, totaling $37.3M 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 | BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC RETIREMENT PLAN | UPTON NY | 2,739 | $1.5B | $24.9M |
| 2 | BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC 401(K) PLAN | UPTON NY | 2,351 | $949.0M | $11.8M |
| 3 | VITERBO UNIVERSITY, INC. |
LA CROSSE WI |
| 264 |
| $60.4M |
| $337K |
| 4 | SCHENECTADY COMMUNITY ACTION PROGRAM, INC SCHENECTADY COMMUNITY ACTION PROGRAM, INC. 403(B) DC PLAN | SCHENECTADY NY | 113 | $4.7M | $258K |
| 5 | THE PARK SCHOOL OF BUFFALO PARK SCHOOL OF BUFFALO 403B DC PLAN | SNYDER NY | 87 | $10.5M | $12K |
