Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2065 Fund in their Schedule of Assets, totaling $5.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | $4.5M |
| 2 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $308K |
| 3 | THE J. DAVID GLADSTONE INSTITUTES |
SAN FRANCISCO CA |
| 561 |
| $62.7M |
| $201K |
| 4 | PHM BRANDS, LLC PHM BRANDS, LLC 401(K) RETIREMENT PLAN | DENVER CO | 123 | $5.5M | $146K |
| 5 | SUPER EXCAVATOR, INC. SUPER EXCAVATOR, INC. 401(K) PLAN | MENOMONEE FALLS WI | 317 | $26.8M | $94K |
| 6 | MADTREE BREWING, LLC MADTREE 401(K) RETIREMENT PLAN | CINCINNATI OH | 104 | $2.2M | $90K |
| 7 | LIFE CONCEPTS, INC. D/B/A QUEST, INC. QUEST, INC. 401(K) PLAN | ORLANDO FL | 370 | $8.6M | $73K |
| 8 | LUFRANKTON, L.L.C. LUFRANKTON, LLC 401(K) PLAN | MANASAQUAN NJ | 233 | $2.3M | $36K |
| 9 | CENTRAL VERMONT HOME HEALTH AND HOSPICE, INC. CENTRAL VERMONT HOME HEALTH AND HOSPICE EMPLOYEE RETIREMENT PLAN | BARRE VT | 109 | $6.0M | $31K |
| 10 | EMPIRE CANDLE CO., LLC EMPIRE CANDLE 401(K) PLAN | KANSAS CITY KS | 217 | $3.2M | $27K |
