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 Institutional Fund Mutual fund in their Schedule of Assets, totaling $3.4M 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 | AVANCE, INC. AVANCE, INC. 403(B) PLAN | SAN ANTONIO TX | 995 | $13.9M | $2.1M |
| 2 | THE BRANDEIS SCHOOL OF SAN FRANCISCO THE BRANDEIS SCHOOL OF SAN FRANCISCO RETIREMENT PLAN | SAN FRANCISCO CA | 181 | $21.6M | $983K |
| 3 | HYPERFINE OPERATIONS, INC HYPERFINE OPERATIONS, INC. 401(K) PLAN |
GUILFORD CT |
| 120 |
| $8.9M |
| $232K |
| 4 | PERFORMANCE VALIDATION, INC. PERFORMANCE VALIDATION, INC. 401(K) PLAN | INDIANAPOLIS IN | 143 | $11.7M | $103K |
| 5 | CORPORATE BROKERS LLC CORPORATE BROKERS, LLC RETIREMENT SAVINGS PLAN | ANNAPOLIS MD | 216 | $6.0M | $3K |
