Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding TIAA-Cref LifeCycle Index 2050 in their Schedule of Assets, totaling $11.4M 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 | CROSSROADS SCHOOL FOR ARTS AND SCIENCES CROSSROADS SCHOOL FOR ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA MONICA CA | 437 | $84.3M | $3.0M |
| 2 | HIGH COUNTRY BEVERAGE CORPORATION HIGH COUNTRY BEVERAGE CORPORATION 401(K) PLAN | JOHNSTOWN CO | 122 | $17.2M | $1.6M |
| 3 | SOUTHWEST CARE CENTER |
SANTA FE NM |
| 134 |
| $7.1M |
| $1.1M |
| 4 | BLAC INVESTMENTS, INC. DBA TRI COUNTY METALS BLAC INVESTMENTS, INC. DBA TRI COUNTY METALS 401(K) PLAN | TRENTON FL | 145 | $5.3M | $990K |
| 5 | MILEONE AUTOGROUP, INC. MILEONE AUTOGROUP, INC. 401(K) PLAN | TOWSON MD | 2,863 | $190.5M | $803K |
| 6 | SIMPLY BUSINESS LLC SIMPLY BUSINESS LLC 401K PROFIT SHARING PLAN & TRUST | BOSTON MA | 0 | $0 | $794K |
| 7 | NEWPORT HARBOR CORPORATION NEWPORT HARBOR CORPORATION EMPLOYEES RETIREMENT SAVINGS PLAN | WARWICK RI | 1,207 | $12.3M | $724K |
| 8 | BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 SUPPLEMENTAL RETIREMENT PLAN ROOFERS LOCAL NO.9 SUPPLEMENTAL RETIREMENT PLAN | EAST HARTFORD CT | 298 | $12.3M | $645K |
| 9 | TRI STAR ENGINEERING INC. TRI STAR ENGINEERING INC. 401K PROFIT SHARING PLAN | BLOOMINGTON IN | 321 | $22.8M | $594K |
| 10 | NEWBERRY LIBRARY NEWBERRY LIBRARY DC RETIREMENT PLAN | CHICAGO IL | 92 | $26.1M | $425K |
