Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2040-Inst Mutual Funds in their Schedule of Assets, totaling $3.1M 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 | PROENERGY SERVICE LLC PROENERGY SERVICE 401(K) PLAN | SEDALIA MO | 554 | $39.3M | $1.2M |
| 2 | THE YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIA 92ND STREET Y 403(B) PLAN | NEW YORK NY | 634 | $30.5M | $902K |
| 3 | GOODWIN MANAGEMENT, INC. GOODWIN MANAGEMENT, INC. 401(K) PLAN |
AUSTIN TX |
| 501 |
| $5.0M |
| $580K |
| 4 | ANTILLES SCHOOL, INC. ANTILLES SCHOOL 403(B) PLAN | ST THOMAS VI | 46 | $15.6M | $290K |
| 5 | S & W PAYROLL SERVICES, LLC NETCHEX 401(K) PLAN | COVINGTON LA | 330 | $15.8M | $81K |
