Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2040 Fund Shares of registered investment companies in their Schedule of Assets, totaling $490K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPADA PROPERTIES, INC. SPADA PROPERTIES, INC. 401(K) PLAN | PORTLAND OR | 430 | $4.1M | $490K |
