Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TIAA-CREF Lifecycle 2035-Inst Mutual Fund in their Schedule of Assets, totaling $38.5M 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 | BRADLEY UNIVERSITY BRADLEY UNIVERSITY DEFINED CONTRIBUTION PLAN | PEORIA IL | 824 | $365.7M | $10.0M |
| 2 | WHOLESALE ELECTRIC SUPPLY COMPANY OF HOUSTON INC WHOLESALE ELECTRIC SUPPLY COMPANY OF HOUSTON, INC. EMPLOYEE SAVINGS PLAN | HOUSTON TX | 520 | $67.1M | $9.6M |
| 3 | ST. MARY'S UNIVERSITY |
SAN ANTONIO TX |
| 707 |
| $192.2M |
| $9.1M |
| 4 | AUGUSTANA COLLEGE AUGUSTANA COLLEGE RETIREMENT PLAN | ROCK ISLAND IL | 558 | $114.7M | $6.0M |
| 5 | AUGUSTANA COLLEGE AUGUSTANA COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | ROCK ISLAND IL | 231 | $89.1M | $2.3M |
| 6 | REGIS COLLEGE REGIS COLLEGE DC RETIREMENT PLAN | WESTON MA | 398 | $67.0M | $910K |
| 7 | UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. 401(A) DC PLAN | ALBANY NY | 27 | $9.1M | $470K |
| 8 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $163K |
