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 2045 Inst Mutual Fund - in their Schedule of Assets, totaling $27.4M 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 | AHEAD, INC. AHEAD, INC. 401(K) PLAN | CHICAGO IL | 1,639 | $176.3M | $20.4M |
| 2 | KELLER SUPPLY COMPANY KELLER SUPPLY COMPANY PROFIT SHARING 401(K) PLAN | SEATTLE WA | 1,132 | $67.6M | $3.4M |
| 3 | INSIGHT SERVICE GROUP INC INSIGHT SERVICE GROUP INC 401(K) PLAN |
DANVERS MA |
| 1,239 |
| $14.9M |
| $1.7M |
| 4 | DPIX, LLC DPIX, LLC 401(K) PLAN | COLORADO SPRINGS CO | 127 | $25.7M | $1.5M |
| 5 | FLEETWOOD ALUMINUM PRODUCTS, INC. FLEETWOOD ALUMINUM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CORONA CA | 334 | $12.9M | $231K |
| 6 | FREY-MOSS STRUCTURES INC. FREY-MOSS STRUCTURES INC. 401K PLAN | CONYERS GA | 123 | $3.4M | $180K |
| 7 | 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 | $81K |
