Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA Lifecycle Index 2040 Fund in their Schedule of Assets, totaling $53.8M 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 | RADNET, INC. RADNET 401(K) PLAN | LOS ANGELES CA | 9,787 | $436.6M | $50.0M |
| 2 | LIFEWORKS (US) LTD. LIFEWORKS (US) LTD. 401(K) SAVINGS PLAN | ATLANTA GA | 1,154 | $98.9M | $3.6M |
| 3 | W&P MANAGEMENT, LLC W&P MANAGEMENT PROFIT SHARING AND 401(K) PLAN |
UTICA MI |
| 486 |
| $29.0M |
| $250K |
