Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2050 Fund # in their Schedule of Assets, totaling $70.0M 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 | SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC. SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN | WELLESLEY HILLS MA | 5,991 | $1.8B | $47.9M |
| 2 | TRICORBRAUN INC. TRICORBRAUN 401(K) PLAN | SAINT LOUIS MO | 1,048 | $165.2M | $9.8M |
| 3 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN |
SAN FRANCISCO CA |
| 404 |
| $103.9M |
| $3.9M |
| 4 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $2.4M |
| 5 | SUPER EXCAVATOR, INC. SUPER EXCAVATOR, INC. 401(K) PLAN | MENOMONEE FALLS WI | 317 | $26.8M | $1.4M |
| 6 | BATTLE GROUND ACADEMY BATTLE GROUND ACADEMY PENSION PLAN | FRANKLIN TN | 300 | $24.9M | $813K |
| 7 | KOS SERVICES, LLC DENTAL DREAMS 401(K) PLAN | CHICAGO IL | 597 | $4.1M | $710K |
| 8 | PHM BRANDS, LLC PHM BRANDS, LLC 401(K) RETIREMENT PLAN | DENVER CO | 123 | $5.5M | $665K |
| 9 | LIFE CONCEPTS, INC. D/B/A QUEST, INC. QUEST, INC. 401(K) PLAN | ORLANDO FL | 370 | $8.6M | $552K |
| 10 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES POSTDOCTORAL PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 100 | $2.0M | $341K |
