Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TIAA-CREF Lifecycle Idx 2040 I in their Schedule of Assets, totaling $1.4M 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 | WESTIN INC. WESTIN INC. 401K PLAN | OMAHA NE | 173 | $11.2M | $984K |
| 2 | MOUNTAIN ISLAND CHARTER SCHOOL MOUNTAIN ISLAND CHARTER SCHOOL 403B PLAN | MT HOLLY NC | 266 | $4.0M | $412K |
