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 Registered investment company in their Schedule of Assets, totaling $2.6M 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 | BRIGHTON G&B HOLDINGS INC. BRIGHTON G&B HOLDINGS INC. 401K PLAN | SANDY UT | 871 | $13.7M | $1.9M |
| 2 | HOODS DISCOUNT HOME CENTER OF HOODS DISCOUNT HOME CENTER OF 401(K) PROFIT SHARING PLAN & TRUST | FESTUS MO | 251 | $4.5M | $710K |
| 3 | NAEHAS INC NAEHAS INC 401(K) PROFIT SHARING PLAN & TRUST |
MENLO PARK CA |
| 153 |
| $10.2M |
| $23K |
