Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding TIAA-Cref LifeCycle Index 2040 in their Schedule of Assets, totaling $21.1M 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 | MILEONE AUTOGROUP, INC. MILEONE AUTOGROUP, INC. 401(K) PLAN | TOWSON MD | 2,863 | $190.5M | $5.6M |
| 2 | CROSSROADS SCHOOL FOR ARTS AND SCIENCES CROSSROADS SCHOOL FOR ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA MONICA CA | 437 | $84.3M | $5.3M |
| 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 | SOUTHWEST CARE CENTER SOUTHWEST CARE CENTER 401(K) PROFIT SHARING PLAN | SANTA FE NM | 134 | $7.1M | $1.5M |
| 6 | NEWBERRY LIBRARY NEWBERRY LIBRARY DC RETIREMENT PLAN | CHICAGO IL | 92 | $26.1M | $1.3M |
| 7 | SCHMIDT ASSOCIATES INC. SCHMIDT ASSOCIATES INC. 401K AND PROFIT SHARING PLAN | INDIANAPOLIS IN | 132 | $26.2M | $725K |
| 8 | BLAC INVESTMENTS, INC. DBA TRI COUNTY METALS BLAC INVESTMENTS, INC. DBA TRI COUNTY METALS 401(K) PLAN | TRENTON FL | 145 | $5.3M | $629K |
| 9 | CANNON CHEVROLET CADILLAC CANNON CHEVROLET CADILLAC 401(K) PLAN | GREENWOOD MS | 675 | $9.4M | $399K |
| 10 | TRI STAR ENGINEERING INC. TRI STAR ENGINEERING INC. 401K PROFIT SHARING PLAN | BLOOMINGTON IN | 321 | $22.8M | $391K |
