Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TIAA-CREF Mutual Funds TIAA-CREF Lifecycle Index 2040 Inst. Fund in their Schedule of Assets, totaling $10.5M 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 | SOUTHWEST HUMAN DEVELOPMENT, INC. SOUTHWEST HUMAN DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN | PHOENIX AZ | 730 | $44.2M | $9.0M |
| 2 | CVO HOLDING COMPANY LLC CVO HOLDING COMPANY LLC 401(K)SAVINGS PLAN | PHOENIX AZ | 385 | $18.5M | $1.5M |
