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 2020 Institutional Mutual fund in their Schedule of Assets, totaling $5.2M 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 | DRAKE UNIVERSITY DRAKE UNIVERSITY MANDATORY TAX-DEFERRED ANNUITY RETIREMENT PLAN | DES MOINES IA | 1,315 | $297.1M | $4.0M |
| 2 | DRAKE UNIVERSITY DRAKE UNIVERSITY VOLUNTARY TAX-DEFERRED ANNUITY RETIREMENT PLAN | DES MOINES IA | 574 | $86.2M | $793K |
| 3 | LINN GEAR COMPANY, INC. |
LEBANON OR |
| 86 |
| $5.4M |
| $404K |