Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA-CREF Lifecycle Index 2065 Instl in their Schedule of Assets, totaling $652K 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 | PEOPLE'S COMMUNITY CLINIC PEOPLE'S COMMUNITY CLINIC 403(B) PLAN | AUSTIN TX | 343 | $18.1M | $462K |
| 2 | NEWSMAX MEDIA, INC. NEWSMAX MEDIA 401(K) PLAN | BOCA RATON FL | 390 | $17.9M | $144K |
| 3 | REDDI INDUSTRIES, INC. REDDI INDUSTRIES, INC. 401(K) PLAN |
WICHITA KS |
| 187 |
| $6.4M |
| $23K |
| 4 | COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS 403(B) PLAN | COLUMBUS OH | 787 | $12.5M | $22K |