Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TIAA‐CREF Lifecycle Index 2040 Inst Mutual Fund N/A in their Schedule of Assets, totaling $1.7M 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 | BLACKBEARD MANAGEMENT, LLC THE BLACKBEARD COMPANIES 401(K) PLAN | FORT WORTH TX | 280 | $19.6M | $1.3M |
| 2 | OSCEOLA COMMUNITY HOSPTIAL INC. OSCEOLA COMMUNITY HOSPITAL INC. TAX DEFERRED ANNUITY PLAN | SIBLEY IA | 131 | $4.3M | $444K |
