Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2060-Inst in their Schedule of Assets, totaling $2.1M 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 | LC SERVICES 1, LLC DBA OAKPOINT OAKPOINT 401(K) PLAN | BIRMINGHAM MI | 642 | $18.6M | $702K |
| 2 | GOLDEN SVCS, LLC GOLDEN SVCS, LLC 401(K) PLAN & TRUST | OAK RIDGE TN | 665 | $16.0M | $526K |
| 3 | NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER NATIONAL SEPTEMBER 11 MEMORIAL & MUSEUM 403(B) PLAN |
NEW YORK NY |
| 293 |
| $42.5M |
| $506K |
| 4 | CURREY & COMPANY, INC. CURREY & COMPANY, INC. 401(K) SAVINGS PLAN | ATLANTA GA | 110 | $16.2M | $128K |
| 5 | MAPLES INDUSTRIES, INC. MAPLES INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | SCOTTSBORO AL | 567 | $18.1M | $91K |
| 6 | FRESNO BEVERAGE COMPANY, INC. VALLEY WIDE BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN | FRESNO CA | 345 | $9.8M | $64K |
| 7 | RITCHIE TRUCKING SERVICE HOLDINGS, INC. RITCHIE TRUCKING SERVICE HOLDINGS, INC. 401 (K) PLAN | FRESNO CA | 80 | $2.5M | $51K |
| 8 | DELLINGER MANAGEMENT SERVICES, LLC DELLINGER GROUP PROFIT SHARING PLAN | CARTERSVILLE GA | 49 | $28.8M | $47K |
| 9 | UNITED PARENTS, INC. DEERFIELD-WINDSOR SCHOOL 403(B) RETIREMENT PLAN | ALBANY GA | 47 | $11.0M | $6K |
