Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2045 Institutional Fund in their Schedule of Assets, totaling $3.5M 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 | NORTHFIELD BANK NORTHFIELD BANK EMPLOYEE SAVINGS PLAN | WOODBRIDGE NJ | 350 | $37.4M | $2.1M |
| 2 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN | NEWPORT BEACH CA | 569 | $54.2M | $726K |
| 3 | BIP ALIGNED EQUITY HOLDINGS LLC ALIGNED EQUITY HOLDINGS 401(K) PLAN |
BOSTON MA |
| 383 |
| $11.9M |
| $377K |
| 4 | THE SIMON KONOVER COMPANY THE SIMON KONOVER COMPANY 401K SAVINGS PLAN | WEST HARTFORD CT | 221 | $16.7M | $313K |