Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2040 Fund # in their Schedule of Assets, totaling $93.5M 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 | SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC. SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN | WELLESLEY HILLS MA | 5,991 | $1.8B | $69.0M |
| 2 | TRICORBRAUN INC. TRICORBRAUN 401(K) PLAN | SAINT LOUIS MO | 1,048 | $165.2M | $10.1M |
| 3 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN |
SAN FRANCISCO CA |
| 404 |
| $103.9M |
| $4.7M |
| 4 | SUPER EXCAVATOR, INC. SUPER EXCAVATOR, INC. 401(K) PLAN | MENOMONEE FALLS WI | 317 | $26.8M | $2.2M |
| 5 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $2.1M |
| 6 | BATTLE GROUND ACADEMY BATTLE GROUND ACADEMY PENSION PLAN | FRANKLIN TN | 300 | $24.9M | $1.8M |
| 7 | EMPIRE CANDLE CO., LLC EMPIRE CANDLE 401(K) PLAN | KANSAS CITY KS | 217 | $3.2M | $925K |
| 8 | CENTRAL VERMONT HOME HEALTH AND HOSPICE, INC. CENTRAL VERMONT HOME HEALTH AND HOSPICE EMPLOYEE RETIREMENT PLAN | BARRE VT | 109 | $6.0M | $736K |
| 9 | BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS, INC. BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS RETIREMENT PLAN | CLOVIS CA | 168 | $22.2M | $686K |
| 10 | PHM BRANDS, LLC PHM BRANDS, LLC 401(K) RETIREMENT PLAN | DENVER CO | 123 | $5.5M | $440K |
