Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding TIAA TIAA-CRF LifeCycle Index 2040 Institutional Fund in their Schedule of Assets, totaling $599K 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 | RIVERSBEND REHABILITATION, INC. RIVERSBEND REHABILITATION, INC. 401(K) PLAN | BAY CITY MI | 98 | $5.7M | $599K |
