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 2025-Inst in their Schedule of Assets, totaling $5.4M 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 | CURREY & COMPANY, INC. CURREY & COMPANY, INC. 401(K) SAVINGS PLAN | ATLANTA GA | 110 | $16.2M | $795K |
| 2 | JETSUITEX, INC. JETSUITEX, INC. 401(K) PLAN | DALLAS TX | 988 | $19.2M | $768K |
| 3 | ZO SKIN HEALTH, INC. ZO SKIN HEALTH, INC. 401(K) PROFIT SHARING PLAN |
IRVINE CA |
| 327 |
| $20.7M |
| $654K |
| 4 | GOLDEN SVCS, LLC GOLDEN SVCS, LLC 401(K) PLAN & TRUST | OAK RIDGE TN | 665 | $16.0M | $603K |
| 5 | COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS 403(B) PLAN | COLUMBUS OH | 787 | $12.5M | $559K |
| 6 | THE FAMILY INSTITUTE AT NORTHWESTERN UNIVERSITY THE FAMILY INSTITUTE 403(B) RETIREMENT PLAN | CHICAGO IL | 187 | $23.4M | $532K |
| 7 | UNITED PARENTS, INC. DEERFIELD-WINDSOR SCHOOL 403(B) RETIREMENT PLAN | ALBANY GA | 47 | $11.0M | $334K |
| 8 | NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM 403(B) PLAN | NEW YORK NY | 293 | $42.5M | $330K |
| 9 | LC SERVICES 1, LLC DBA OAKPOINT OAKPOINT 401(K) PLAN | BIRMINGHAM MI | 642 | $18.6M | $306K |
| 10 | NEWSMAX MEDIA, INC. NEWSMAX MEDIA 401(K) PLAN | BOCA RATON FL | 390 | $17.9M | $161K |
