Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA-CREF TIAA-CREF Lifecycle 2035-Rtmt in their Schedule of Assets, totaling $18.1M 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 | MOREHOUSE SCHOOL OF MEDICINE MOREHOUSE SCHOOL OF MEDICINE 403(B) PLAN | ATLANTA GA | 1,609 | $260.2M | $10.6M |
| 2 | LINCOLN UNIVERSITY OF THE COMMONWEALTH SYSTEM OF HIGHER EDU LINCOLN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LINCOLN UNIVERSITY PA | 610 | $91.3M | $3.6M |
| 3 | CENTENARY UNIVERSITY |
HACKETTSTOWN NJ |
| 116 |
| $42.3M |
| $2.3M |
| 4 | WOODWELL CLIMATE RESEARCH CENTER, INC. WOODWELL CLIMATE RESEARCH CENTER, INC. DC RETIREMENT PLAN | FALMOUTH MA | 134 | $30.3M | $1.4M |
| 5 | DES MOINES UNIVERSITY OSTEOPATHIC MEDICAL CENTER DES MOINES UNIVERSITY DEFINED CONTRIBUTION 403(B) PLAN | WEST DES MOINES IA | 347 | $112.5M | $174K |
| 6 | SANDIA PREPARATORY SCHOOL SANDIA PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ALBUQUERQUE NM | 93 | $25.1M | $24K |