Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2040-Inst in their Schedule of Assets, totaling $14.3M 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 | CURREY & COMPANY, INC. CURREY & COMPANY, INC. 401(K) SAVINGS PLAN | ATLANTA GA | 110 | $16.2M | $2.2M |
| 2 | GOLDEN SVCS, LLC GOLDEN SVCS, LLC 401(K) PLAN & TRUST | OAK RIDGE TN | 665 | $16.0M | $2.0M |
| 3 | ZO SKIN HEALTH, INC. ZO SKIN HEALTH, INC. 401(K) PROFIT SHARING PLAN |
IRVINE CA |
| 327 |
| $20.7M |
| $1.8M |
| 4 | FRESNO BEVERAGE COMPANY, INC. VALLEY WIDE BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN | FRESNO CA | 345 | $9.8M | $1.5M |
| 5 | COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS 403(B) PLAN | COLUMBUS OH | 787 | $12.5M | $1.3M |
| 6 | MAPLES INDUSTRIES, INC. MAPLES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | SCOTTSBORO AL | 567 | $18.1M | $998K |
| 7 | NEWSMAX MEDIA, INC. NEWSMAX MEDIA 401(K) PLAN | BOCA RATON FL | 390 | $17.9M | $959K |
| 8 | THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN | CHICAGO IL | 187 | $23.4M | $939K |
| 9 | LC SERVICES 1, LLC DBA OAKPOINT OAKPOINT 401(K) PLAN | BIRMINGHAM MI | 642 | $18.6M | $751K |
| 10 | JETSUITEX, INC. JETSUITEX, INC. 401(K) PLAN | DALLAS TX | 988 | $19.2M | $733K |
