Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2010 Institutional Fund in their Schedule of Assets, totaling $43K 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 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN | NEWPORT BEACH CA | 569 | $54.2M | $30K |
| 2 | BIP ALIGNED EQUITY HOLDINGS LLC ALIGNED EQUITY HOLDINGS 401(K) PLAN | BOSTON MA | 383 | $11.9M | $12K |
| 3 | THE SIMON KONOVER COMPANY THE SIMON KONOVER COMPANY 401K SAVINGS PLAN |
WEST HARTFORD CT |
| 221 |
| $16.7M |
| $1K |