Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA-CREF TIAA-CREF Lifecycle 2060-Rtmt in their Schedule of Assets, totaling $2.9M 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 | $1.7M |
| 2 | WOODWELL CLIMATE RESEARCH CENTER, INC. WOODWELL CLIMATE RESEARCH CENTER, INC. DC RETIREMENT PLAN | FALMOUTH MA | 134 | $30.3M | $598K |
| 3 | LINCOLN UNIVERSITY OF THE COMMONWEALTH SYSTEM OF HIGHER EDU |
LINCOLN UNIVERSITY PA |
| 610 |
| $91.3M |
| $564K |
| 4 | CENTENARY UNIVERSITY CENTENARY UNIVERSITY DEFINED CONTRIBUTION RETIREME | HACKETTSTOWN NJ | 116 | $42.3M | $35K |