Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA-CREF TIAA-CREF Lifecycle Index 2040 in their Schedule of Assets, totaling $2.5M 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 | PARK SQUARE ENTERPRISES, INC. PARK SQUARE ENTERPRISES, INC. PROFIT SHARING PLAN | ORLANDO FL | 171 | $11.1M | $1.8M |
| 2 | FAMILY GUIDANCE CENTER OF ALABAMA INC. FAMILY GUIDANCE CENTER OF ALABAMA 403B PLAN | MONTGOMERY AL | 418 | $4.5M | $328K |
| 3 | THE PENNSYLVANIA SOCIETY FOR PREVENTION OF CRUEL |
PHILADELPHIA PA |
| 170 |
| $1.8M |
| $299K |
| 4 | THE FRANKLIN INVESTMENT CORPORATION DBA FRANKLIN INDUSTRIES FRANKLIN INDUSTRIES EMPLOYEES RETIREMENT PLAN | FRANKLIN PA | 111 | $3.6M | $70K |
