Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2035 Inst Mutual fund in their Schedule of Assets, totaling $20.7M 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 | AHEAD, INC. AHEAD, INC. 401(K) PLAN | CHICAGO IL | 1,639 | $176.3M | $10.0M |
| 2 | KELLER SUPPLY COMPANY KELLER SUPPLY COMPANY PROFIT SHARING 401(K) PLAN | SEATTLE WA | 1,132 | $67.6M | $6.5M |
| 3 | DPIX, LLC DPIX, LLC 401(K) PLAN | COLORADO SPRINGS |
| 127 |
| $25.7M |
| $2.7M |
| 4 | FREY-MOSS STRUCTURES INC. FREY-MOSS STRUCTURES INC. 401K PLAN | CONYERS GA | 123 | $3.4M | $900K |
| 5 | QOSINA CORP. QOSINA CORP. 401(K) PLAN | RONKONKOMA NY | 130 | $17.9M | $296K |
| 6 | ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER & TODDY, P.C. ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 93 | $25.0M | $167K |
| 7 | FLEETWOOD ALUMINUM PRODUCTS, INC. FLEETWOOD ALUMINUM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CORONA CA | 334 | $12.9M | $144K |
