Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2040 Fund: Institutional Class in their Schedule of Assets, totaling $6.6M 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 | W.S. DARLEY & CO. W. S. DARLEY & CO. EMPLOYEE'S PROFIT SHARING 401(K) PLAN | ITASCA IL | 214 | $44.7M | $2.4M |
| 2 | POSITIVE PROMOTIONS, INC. POSITIVE PROMOTIONS 401(K) SAVINGS PLAN | HAUPPAUGE NY | 856 | $17.5M | $1.2M |
| 3 | GADS HILL CENTER GADS HILL CENTER 403(B) PLAN | CHICAGO IL | 146 | $3.3M | $1.0M |
| 4 | FRANK'S SUPPLY COMPANY, INC. FRANK'S SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 154 | $11.9M | $868K |
| 5 | TRIAGE HOLDING, INC. TRIAGE HOLDING, INC. 401(K) PLAN | ALPHARETTA GA | 281 | $9.0M | $534K |
| 6 | DELSCO NORTHWEST INC DELSCO NORTHWEST INC 401(K) PROFIT SHARING PLAN & TRUST | MYTON UT | 147 | $3.6M | $384K |
| 7 | HAMILTON STAFFING SOLUTIONS IN HAMILTON STAFFING SOLUTIONS IN 401(K) PROFIT SHARING PLAN & TRUST | MONTVERDE FL | 44 | $1.4M | $179K |
| 8 | VISTA SPRINGS LLC VISTA SPRINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | LOWELL MI | 408 | $600K | $37K |
| 9 | K&H GREEN K&H GREEN 401(K) PROFIT SHARING PLAN & TRUST | MYTON UT | 68 | $598K | $35K |
| 10 | JUNK KING FRANCHISE SYSTEMS LL JUNK KING FRANCHISE SYSTEMS LL 401(K) PROFIT SHARING PLAN & TRUST | BURLINGAME CA | 170 | $1.4M | $16K |
