Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding TIAA-CREF Lifecycle index 2040 in their Schedule of Assets, totaling $15.7M 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 | CROSSROADS SCHOOL FOR ARTS AND SCIENCES CROSSROADS SCHOOL FOR ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA MONICA CA | 437 | $84.3M | $5.3M |
| 2 | TRINITY SERVICES INC. TRINITY SERVICES INC. EMPLOYEES RETIREMENT PLAN | NEW LENOX IL | 863 | $20.2M | $2.4M |
| 3 | HIGH COUNTRY BEVERAGE CORPORATION |
JOHNSTOWN CO |
| 122 |
| $17.2M |
| $2.2M |
| 4 | BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 SUPPLEMENTAL RETIREMENT PLAN ROOFERS LOCAL NO.9 SUPPLEMENTAL RETIREMENT PLAN | EAST HARTFORD CT | 298 | $12.3M | $2.1M |
| 5 | CHATTANOOGA CHRISTIAN SCHOOL, INC. CHATTANOOGA CHRISTIAN SCHOOL 403(B) PLAN | CHATTANOOGA TN | 220 | $8.6M | $1.3M |
| 6 | WIDENER UNIVERSITY INC. WIDENER UNIVERSITY INC. VEBA HEALTH SAVINGS PLAN | CHESTER PA | 209 | $4.3M | $957K |
| 7 | SCHMIDT ASSOCIATES INC. SCHMIDT ASSOCIATES INC. 401K AND PROFIT SHARING PLAN | INDIANAPOLIS IN | 132 | $26.2M | $725K |
| 8 | CALUMET COLLEGE OF ST. JOSEPH CALUMET COLLEGE OF SAINT JOSEPH 403(B) DC PLAN | WHITING IN | 191 | $17.2M | $343K |
| 9 | SIMPLY BUSINESS LLC SIMPLY BUSINESS LLC 401K PROFIT SHARING PLAN & TRUST | BOSTON MA | 0 | $0 | $303K |
| 10 | KECH INC KECH INC 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSBURG KY | 411 | $692K | $67K |
