Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2020 Fund in their Schedule of Assets, totaling $19.5M 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 | SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC. SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN | WELLESLEY HILLS MA | 5,991 | $1.8B | $12.3M |
| 2 | TRICORBRAUN INC. TRICORBRAUN 401(K) PLAN | SAINT LOUIS MO | 1,048 | $165.2M | $2.7M |
| 3 | BATTLE GROUND ACADEMY BATTLE GROUND ACADEMY PENSION PLAN |
FRANKLIN TN |
| 300 |
| $24.9M |
| $954K |
| 4 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $895K |
| 5 | SUPER EXCAVATOR, INC. SUPER EXCAVATOR, INC. 401(K) PLAN | MENOMONEE FALLS WI | 317 | $26.8M | $768K |
| 6 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $692K |
| 7 | LIFE CONCEPTS, INC. D/B/A QUEST, INC. QUEST, INC. 401(K) PLAN | ORLANDO FL | 370 | $8.6M | $399K |
| 8 | PACIFIC PARKS LANDSCAPING INC PACIFIC PARKS LANDSCAPING 401K AND PROFIT SHARING PLAN | AUBURN CA | 232 | $5.4M | $381K |
| 9 | LUFRANKTON, L.L.C. LUFRANKTON, LLC 401(K) PLAN | MANASAQUAN NJ | 233 | $2.3M | $174K |
| 10 | CENTRAL VERMONT HOME HEALTH AND HOSPICE, INC. CENTRAL VERMONT HOME HEALTH AND HOSPICE EMPLOYEE RETIREMENT PLAN | BARRE VT | 109 | $6.0M | $97K |
