Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding TIAA-CREF*** Lifecycle Index 2060 in their Schedule of Assets, totaling $7.1M 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 | CROSSROADS SCHOOL FOR ARTS AND SCIENCES CROSSROADS SCHOOL FOR ARTS AND SCIENCES DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA MONICA CA | 437 | $84.3M | $1.2M |
| 2 | HIGH COUNTRY BEVERAGE CORPORATION HIGH COUNTRY BEVERAGE CORPORATION 401(K) PLAN | JOHNSTOWN CO | 122 | $17.2M | $808K |
| 3 | TRI STAR ENGINEERING INC. |
BLOOMINGTON IN |
| 321 |
| $22.8M |
| $766K |
| 4 | TRINITY SERVICES INC. TRINITY SERVICES INC. EMPLOYEES RETIREMENT PLAN | NEW LENOX IL | 863 | $20.2M | $761K |
| 5 | SCHMIDT ASSOCIATES INC. SCHMIDT ASSOCIATES INC. 401K AND PROFIT SHARING PLAN | INDIANAPOLIS IN | 132 | $26.2M | $583K |
| 6 | CHATTANOOGA CHRISTIAN SCHOOL, INC. CHATTANOOGA CHRISTIAN SCHOOL 403(B) PLAN | CHATTANOOGA TN | 220 | $8.6M | $527K |
| 7 | SIMPLY BUSINESS LLC SIMPLY BUSINESS LLC 401K PROFIT SHARING PLAN & TRUST | BOSTON MA | 0 | $0 | $516K |
| 8 | BLAC INVESTMENTS, INC. DBA TRI COUNTY METALS BLAC INVESTMENTS, INC. DBA TRI COUNTY METALS 401(K) PLAN | TRENTON FL | 145 | $5.3M | $391K |
| 9 | BOARD OF TRUSTEES- ROOFERS LOCAL NO. 9 SUPPLEMENTAL RETIREMENT PLAN ROOFERS LOCAL NO.9 SUPPLEMENTAL RETIREMENT PLAN | EAST HARTFORD CT | 298 | $12.3M | $376K |
| 10 | MILEONE AUTOGROUP, INC. MILEONE AUTOGROUP, INC. 401(K) PLAN | TOWSON MD | 2,863 | $190.5M | $359K |
