Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA-CREF TIAA-CREF Lifecycle Index 2040 Institutional in their Schedule of Assets, totaling $59.1M 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 | WGU CORPORATION WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 9,058 | $532.7M | $56.9M |
| 2 | WILLIAMSON STREET GROCERY CO-OP WILLY STREET 401(K) PLAN | MADISON WI | 252 | $8.8M | $1.7M |
| 3 | MULTI DRYWALL & PARTITION, LLC MULTI DRYWALL & PARTITION, LLC 401(K) PROFIT SHARING PLAN & TRUST |
FARMINGTON MI |
| 129 |
| $4.8M |
| $380K |
