Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2065 Institutional Fund Mutual fund in their Schedule of Assets, totaling $293K 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 | AVANCE, INC. AVANCE, INC. 403(B) PLAN | SAN ANTONIO TX | 995 | $13.9M | $128K |
| 2 | PERFORMANCE VALIDATION, INC. PERFORMANCE VALIDATION, INC. 401(K) PLAN | INDIANAPOLIS IN | 143 | $11.7M | $60K |
| 3 | THE BRANDEIS SCHOOL OF SAN FRANCISCO THE BRANDEIS SCHOOL OF SAN FRANCISCO RETIREMENT PLAN |
SAN FRANCISCO CA |
| 181 |
| $21.6M |
| $49K |
| 4 | HYPERFINE OPERATIONS, INC HYPERFINE OPERATIONS, INC. 401(K) PLAN | GUILFORD CT | 120 | $8.9M | $35K |
| 5 | CORPORATE BROKERS LLC CORPORATE BROKERS, LLC RETIREMENT SAVINGS PLAN | ANNAPOLIS MD | 216 | $6.0M | $21K |
