Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding TIAA-Cref LifeCycle Index 2020 in their Schedule of Assets, totaling $9.4M 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 | MILEONE AUTOGROUP, INC. MILEONE AUTOGROUP, INC. 401(K) PLAN | TOWSON MD | 2,863 | $190.5M | $4.4M |
| 2 | CROSSROADS SCHOOL FOR ARTS AND SCIENCES CROSSROADS SCHOOL FOR ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA MONICA CA | 437 | $84.3M | $3.4M |
| 3 | SOUTHWEST CARE CENTER |
SANTA FE NM |
| 134 |
| $7.1M |
| $492K |
| 4 | CALUMET COLLEGE OF ST. JOSEPH CALUMET COLLEGE OF SAINT JOSEPH 403(B) DC PLAN | WHITING IN | 191 | $17.2M | $336K |
| 5 | HIGH COUNTRY BEVERAGE CORPORATION HIGH COUNTRY BEVERAGE CORPORATION 401(K) PLAN | JOHNSTOWN CO | 122 | $17.2M | $237K |
| 6 | BLAC INVESTMENTS, INC. DBA TRI COUNTY METALS BLAC INVESTMENTS, INC. DBA TRI COUNTY METALS 401(K) PLAN | TRENTON FL | 145 | $5.3M | $192K |
| 7 | TRI STAR ENGINEERING INC. TRI STAR ENGINEERING INC. 401K PROFIT SHARING PLAN | BLOOMINGTON IN | 321 | $22.8M | $114K |
| 8 | CANNON CHEVROLET CADILLAC CANNON CHEVROLET CADILLAC 401(K) PLAN | GREENWOOD MS | 675 | $9.4M | $90K |
| 9 | NEWBERRY LIBRARY NEWBERRY LIBRARY DC RETIREMENT PLAN | CHICAGO IL | 92 | $26.1M | $62K |
| 10 | KECH INC KECH INC 401(K) PROFIT SHARING PLAN & TRUST | WILLIAMSBURG KY | 411 | $692K | $12K |
