Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2065 Institutional Fund in their Schedule of Assets, totaling $358K 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 | NORTHFIELD BANK NORTHFIELD BANK EMPLOYEE SAVINGS PLAN | WOODBRIDGE NJ | 350 | $37.4M | $247K |
| 2 | BIP ALIGNED EQUITY HOLDINGS LLC ALIGNED EQUITY HOLDINGS 401(K) PLAN | BOSTON MA | 383 | $11.9M | $95K |
| 3 | BEACON POINTE ADVISORS, LLC BEACON POINTE 401(K) PLAN |
NEWPORT BEACH CA |
| 569 |
| $54.2M |
| $16K |
