Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2020 Fund Mutual fund - in their Schedule of Assets, totaling $880K 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 | GENERAL PLUMBING SUPPLY, INC. GENERAL PLUMBING SUPPLY, INC. RETIREMENT AND 401(K) PLAN | PISCATAWAY NJ | 444 | $37.5M | $607K |
| 2 | NOVAK FRANCELLA LLC NOVAK FRANCELLA LLC 401(K) PROFIT SHARING PLAN | BALA CYNWYD PA | 141 | $24.1M | $168K |
| 3 | MCCREARY, VESELKA, BRAGG & ALLEN P.C. |
ROUND ROCK TX |
| 193 |
| $26.5M |
| $40K |
| 4 | CURRANCE INC CURRANCE INC 401(K) PROFIT SHARING PLAN & TRUST | IRVINE CA | 112 | $1.8M | $37K |
| 5 | CROWN AUTO DEALERSHIPS, INC. CROWN AUTO DEALERSHIP EMPLOYEES CAPITAL ACCUMULATION PLAN | ST. PETESBURG FL | 1,273 | $56.0M | $25K |
| 6 | EXPRESS COURIER INTERNATIONAL EXPRESS COURIER INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRUST | NASHVILLE TN | 5 | $15K | $2K |