Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2045 Mutual fund in their Schedule of Assets, totaling $16.5M 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 | THE CATHOLIC UNIVERSITY OF AMERICA THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN | WASHINGTON DC | 1,973 | $605.8M | $14.8M |
| 2 | IDEAL OPTION PLLC IDEAL OPTION PLLC 401(K) PLAN | PASCO WA | 707 | $10.7M | $865K |
| 3 | RLOOM, LLC RLOOM, LLC 401(K) PLAN |
LOS ANGELES CA |
| 45 |
| $5.4M |
| $700K |
| 4 | WAELZ SUSTAINABLE PRODUCTS LLC WAELZ SUSTAINABLE PRODUCTS LLC 401(K) PROFIT SHARING PLAN & TRUST | LOGANSPORT IN | 101 | $1.5M | $107K |
| 5 | SUN CAPITAL HOTELS SUN CAPITALHOTELS 401(K) PROFIT SHARING PLAN & TRUST | ALBUQUERQUE NM | 276 | $961K | $34K |