Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2040 Institutional Fund Mutual fund in their Schedule of Assets, totaling $338K 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 | HYPERFINE OPERATIONS, INC HYPERFINE OPERATIONS, INC. 401(K) PLAN | GUILFORD CT | 120 | $8.9M | $232K |
| 2 | PERFORMANCE VALIDATION, INC. PERFORMANCE VALIDATION, INC. 401(K) PLAN | INDIANAPOLIS IN | 143 | $11.7M | $103K |
| 3 | CORPORATE BROKERS LLC CORPORATE BROKERS, LLC RETIREMENT SAVINGS PLAN |
ANNAPOLIS MD |
| 216 |
| $6.0M |
| $3K |
