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 Ret Inc Inst Mutual fund in their Schedule of Assets, totaling $4.0M 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 | AHEAD, INC. AHEAD, INC. 401(K) PLAN | CHICAGO IL | 1,639 | $176.3M | $3.4M |
| 2 | KELLER SUPPLY COMPANY KELLER SUPPLY COMPANY PROFIT SHARING 401(K) PLAN | SEATTLE WA | 1,132 | $67.6M | $382K |
| 3 | ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER & TODDY, P.C. ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER, & TODDY P.C. 401(K) PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 93 |
| $25.0M |
| $170K |
| 4 | DPIX, LLC DPIX, LLC 401(K) PLAN | COLORADO SPRINGS CO | 127 | $25.7M | $95K |
| 5 | FLEETWOOD ALUMINUM PRODUCTS, INC. FLEETWOOD ALUMINUM PRODUCTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CORONA CA | 334 | $12.9M | $11K |