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 Index 2030 Instl in their Schedule of Assets, totaling $8.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OCCIDENTAL COLLEGE OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN | LOS ANGELES CA | 734 | $320.8M | $3.4M |
| 2 | UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN | HOUSTON TX | 1,190 | $70.6M | $2.2M |
| 3 | COMMUNITY ACCESS, INC. COMMUNITY ACCESS, INC. 403(B) RETIREMENT PLAN |
NEW YORK NY |
| 295 |
| $12.7M |
| $2.1M |
| 4 | UNITED HERITAGE CREDIT UNION UNITED HERITAGE CREDIT UNION EMPLOYEES' 401K PLAN | AUSTIN TX | 208 | $10.9M | $327K |
