Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA-CREF TIAA-CREF Lfcyle Idx 2020-Inst in their Schedule of Assets, totaling $13.6M 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 | CALIFORNIA LUTHERAN UNIVERSITY CALIFORNIA LUTHERAN UNIVERSITY EMPLOYEE RETIREMENT PLAN | THOUSAND OAKS CA | 593 | $160.9M | $5.3M |
| 2 | WESTERN UNIVERSITY OF HEALTH SCIENCES WESTERN UNIVERSITY OF HEALTH SCIENCES 403(B) PLAN | POMONA CA | 1,304 | $335.9M | $4.2M |
| 3 | WESTMINSTER SCHOOLS |
ATLANTA GA |
| 457 |
| $167.5M |
| $1.7M |
| 4 | FRIENDS UNIVERSITY FRIENDS UNIVERSITY DC AND TDA PLAN | WICHITA KS | 250 | $36.9M | $971K |
| 5 | KENYON COLLEGE KENYON COLLEGE DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | GAMBIER OH | 667 | $323.0M | $937K |
| 6 | MOUNTAIN PARK HEALTH CENTER MOUNTAIN PARK HEALTH CENTER RETIREMENT PLAN | PHOENIX AZ | 1,404 | $46.9M | $258K |
| 7 | VILLAGE COMMUNITY SCHOOL VILLAGE COMMUNITY SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 91 | $17.5M | $165K |
