Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Tiaa-Cref TIAA-CREF Lifecycle Index 2030 Inst in their Schedule of Assets, totaling $23.1M 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 | VISION PARTNERS LLC VISION PARTNERS LLC 401(K) PROFIT SHARING PLAN | BOCA RATON FL | 681 | $50.9M | $6.3M |
| 2 | NEWTON HEALTHCARE CORPORATION NEWTON HEALTHCARE CORPORATION 401K RETIREMENT PLAN | NEWTON KS | 778 | $55.1M | $5.6M |
| 3 | COLLEGE FOR CREATIVE STUDIES |
DETROIT MI |
| 616 |
| $50.2M |
| $3.7M |
| 4 | NEW DIRECTIONS YOUTH AND FAMILY SERVICES, INC. NEW DIRECTIONS YOUTH AND FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | LOCKPORT NY | 465 | $15.7M | $2.4M |
| 5 | FOGELMAN PROPERTIES FOGELMAN PROPERTIES 401(K) PLAN | MEMPHIS TN | 611 | $23.0M | $2.3M |
| 6 | TECHFLOW, INC. TECHFLOW, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 80 | $13.7M | $971K |
| 7 | NEXUS PHARMACEUTICALS, LLC NEXUS PHARMACEUTICALS, LLC 401(K) AND PROFIT SHARING PLAN | LINCOLNSHIRE IL | 94 | $12.3M | $828K |
| 8 | THE CALVERT COUNTY DAY SCHOOL, INC CALVERTON SCHOOL 403(B) RETIREMENT PLAN | HUNTINGTOWN MD | 43 | $7.0M | $507K |
| 9 | EUREKA REALTY PARTNERS INC DBA CRAIG REALTY GROUP CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 576 | $7.8M | $507K |
| 10 | CYPRESS HCM INC. CYPRESS HCM INC 401(K) PROFIT SHARING PLAN AND TRUST | WALNUT CREEK CA | 286 | $8.6M | $15K |
