Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding TIAA-CREF*** Lifecycle Index 2040 in their Schedule of Assets, totaling $25.4M 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 | MILEONE AUTOGROUP, INC. MILEONE AUTOGROUP, INC. 401(K) PLAN | TOWSON MD | 2,863 | $190.5M | $5.6M |
| 2 | CROSSROADS SCHOOL FOR ARTS AND SCIENCES CROSSROADS SCHOOL FOR ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA MONICA CA | 437 | $84.3M | $5.3M |
| 3 | TRINITY SERVICES INC. |
NEW LENOX IL |
| 863 |
| $20.2M |
| $2.4M |
| 4 | HIGH COUNTRY BEVERAGE CORPORATION HIGH COUNTRY BEVERAGE CORPORATION 401(K) PLAN | JOHNSTOWN CO | 122 | $17.2M | $2.2M |
| 5 | BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 SUPPLEMENTAL RETIREMENT PLAN ROOFERS LOCAL NO.9 SUPPLEMENTAL RETIREMENT PLAN | EAST HARTFORD CT | 298 | $12.3M | $2.1M |
| 6 | SOUTHWEST CARE CENTER SOUTHWEST CARE CENTER 401(K) PROFIT SHARING PLAN | SANTA FE NM | 134 | $7.1M | $1.5M |
| 7 | CHATTANOOGA CHRISTIAN SCHOOL, INC. CHATTANOOGA CHRISTIAN SCHOOL 403(B) PLAN | CHATTANOOGA TN | 220 | $8.6M | $1.3M |
| 8 | NEWBERRY LIBRARY NEWBERRY LIBRARY DC RETIREMENT PLAN | CHICAGO IL | 92 | $26.1M | $1.3M |
| 9 | WIDENER UNIVERSITY INC. WIDENER UNIVERSITY INC. VEBA HEALTH SAVINGS PLAN | CHESTER PA | 209 | $4.3M | $957K |
| 10 | SCHMIDT ASSOCIATES INC. SCHMIDT ASSOCIATES INC. 401K AND PROFIT SHARING PLAN | INDIANAPOLIS IN | 132 | $26.2M | $725K |
