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 Pooled Separate Account in their Schedule of Assets, totaling $781K 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 | SOUTH PLAINS IMPLEMENT, LTD SOUTH PLAINS IMPLEMENT, LTD 401K PLAN | SHAWNEE MISSION KS | 341 | $34.4M | $369K |
| 2 | STERLING MANAGEMENT, LTD. STERLING MANAGEMENT, LTD. 401(K) PLAN | MISHAWAKA IN | 333 | $18.3M | $181K |
| 3 | ANATOMY IT , LLC ANATOMY IT , LLC 401(K) PLAN |
WHITE PLAINS NY |
| 198 |
| $13.4M |
| $144K |
| 4 | DRS. KRAJEKIAN, BROCK, HENDERSON & DI PRISCO, INC. MOUNTAIN STATES ORAL & FACIAL SURGERY 401(K) PLAN | HURRICANE WV | 102 | $4.7M | $88K |