Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2040 Mutual fund in their Schedule of Assets, totaling $23.1M 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 | THE CATHOLIC UNIVERSITY OF AMERICA THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN | WASHINGTON DC | 1,973 | $605.8M | $21.0M |
| 2 | RLOOM DESIGN CORP RLOOM DESIGN CORP 401(K) PLAN | LOS ANGELES CA | 32 | $4.8M | $713K |
| 3 | RLOOM, LLC RLOOM, LLC 401(K) PLAN |
LOS ANGELES CA |
| 45 |
| $5.4M |
| $559K |
| 4 | IDEAL OPTION PLLC IDEAL OPTION PLLC 401(K) PLAN | PASCO WA | 707 | $10.7M | $349K |
| 5 | CENTRAL CITY COMMUNITY HEALTH CENTER, INC. CENTRAL CITY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | MONTEREY PARK CA | 303 | $5.0M | $204K |
| 6 | SUN CAPITAL HOTELS SUN CAPITALHOTELS 401(K) PROFIT SHARING PLAN & TRUST | ALBUQUERQUE NM | 276 | $961K | $101K |
| 7 | WAELZ SUSTAINABLE PRODUCTS LLC WAELZ SUSTAINABLE PRODUCTS LLC 401(K) PROFIT SHARING PLAN & TRUST | LOGANSPORT IN | 101 | $1.5M | $91K |
| 8 | SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES SOCIETY OF ST VINCENT DE PAUL COUNCIL OF LOS ANGELES 403(B) PLAN | LOS ANGELES CA | 103 | $4.7M | $33K |
