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 2030 in their Schedule of Assets, totaling $15.9M 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 | CROSSROADS SCHOOL FOR ARTS AND SCIENCES CROSSROADS SCHOOL FOR ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA MONICA CA | 437 | $84.3M | $5.4M |
| 2 | MILEONE AUTOGROUP, INC. MILEONE AUTOGROUP, INC. 401(K) PLAN | TOWSON MD | 2,863 | $190.5M | $4.4M |
| 3 | BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 SUPPLEMENTAL RETIREMENT PLAN |
EAST HARTFORD CT |
| 298 |
| $12.3M |
| $1.5M |
| 4 | TRI STAR ENGINEERING INC. TRI STAR ENGINEERING INC. 401K PROFIT SHARING PLAN | BLOOMINGTON IN | 321 | $22.8M | $931K |
| 5 | HIGH COUNTRY BEVERAGE CORPORATION HIGH COUNTRY BEVERAGE CORPORATION 401(K) PLAN | JOHNSTOWN CO | 122 | $17.2M | $778K |
| 6 | SOUTHWEST CARE CENTER SOUTHWEST CARE CENTER 401(K) PROFIT SHARING PLAN | SANTA FE NM | 134 | $7.1M | $747K |
| 7 | CANNON CHEVROLET CADILLAC CANNON CHEVROLET CADILLAC 401(K) PLAN | GREENWOOD MS | 675 | $9.4M | $594K |
| 8 | NEWBERRY LIBRARY NEWBERRY LIBRARY DC RETIREMENT PLAN | CHICAGO IL | 92 | $26.1M | $565K |
| 9 | CALUMET COLLEGE OF ST. JOSEPH CALUMET COLLEGE OF SAINT JOSEPH 403(B) DC PLAN | WHITING IN | 191 | $17.2M | $375K |
| 10 | BLAC INVESTMENTS, INC. DBA TRI COUNTY METALS BLAC INVESTMENTS, INC. DBA TRI COUNTY METALS 401(K) PLAN | TRENTON FL | 145 | $5.3M | $239K |
