Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2065 Fund Mutual fund in their Schedule of Assets, totaling $239K 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 | CROWN AUTO DEALERSHIPS, INC. CROWN AUTO DEALERSHIP EMPLOYEES CAPITAL ACCUMULATION PLAN | ST. PETESBURG FL | 1,273 | $56.0M | $106K |
| 2 | NOVAK FRANCELLA LLC NOVAK FRANCELLA LLC 401(K) PROFIT SHARING PLAN | BALA CYNWYD PA | 141 | $24.1M | $56K |
| 3 | DTLV EMPLOYEES LLC DTP 401(K) PLAN |
LAS VEGAS NV |
| 144 |
| $2.6M |
| $48K |
| 4 | DTLV EMPLOYEES LLC DTP 401(K) PLAN | LAS VEGAS NV | 175 | $1.4M | $17K |
| 5 | TARBUT V'TORAH COMMUNITY DAY SCHOOL, NAOMI GELMAN WEISS MEMORIAL TARBUT V'TORAH 403(B) PLAN | IRVINE CA | 150 | $23.4M | $9K |
| 6 | MCCREARY, VESELKA, BRAGG & ALLEN P.C. MCCREARY,VESELKA,BRAGG & ALLEN, P.C. 401(K) PROFIT SHARING PLAN & TRUST | ROUND ROCK TX | 193 | $26.5M | $2K |