Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding TIAA-Cref LifeCycle Index 2035 in their Schedule of Assets, totaling $20.9M 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 | MILEONE AUTOGROUP, INC. MILEONE AUTOGROUP, INC. 401(K) PLAN | TOWSON MD | 2,863 | $190.5M | $5.7M |
| 2 | CROSSROADS SCHOOL FOR ARTS AND SCIENCES CROSSROADS SCHOOL FOR ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA MONICA CA | 437 | $84.3M | $4.4M |
| 3 | BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 SUPPLEMENTAL RETIREMENT PLAN |
EAST HARTFORD CT |
| 298 |
| $12.3M |
| $3.3M |
| 4 | SCHMIDT ASSOCIATES INC. SCHMIDT ASSOCIATES INC. 401K AND PROFIT SHARING PLAN | INDIANAPOLIS IN | 132 | $26.2M | $2.0M |
| 5 | HIGH COUNTRY BEVERAGE CORPORATION HIGH COUNTRY BEVERAGE CORPORATION 401(K) PLAN | JOHNSTOWN CO | 122 | $17.2M | $1.9M |
| 6 | CANNON CHEVROLET CADILLAC CANNON CHEVROLET CADILLAC 401(K) PLAN | GREENWOOD MS | 675 | $9.4M | $1.3M |
| 7 | NEWBERRY LIBRARY NEWBERRY LIBRARY DC RETIREMENT PLAN | CHICAGO IL | 92 | $26.1M | $593K |
| 8 | TRI STAR ENGINEERING INC. TRI STAR ENGINEERING INC. 401K PROFIT SHARING PLAN | BLOOMINGTON IN | 321 | $22.8M | $397K |
| 9 | NEWPORT HARBOR CORPORATION NEWPORT HARBOR CORPORATION EMPLOYEES RETIREMENT SAVINGS PLAN | WARWICK RI | 1,207 | $12.3M | $367K |
| 10 | CALUMET COLLEGE OF ST. JOSEPH CALUMET COLLEGE OF SAINT JOSEPH 403(B) DC PLAN | WHITING IN | 191 | $17.2M | $354K |
