Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Tiaa-Cref TIAA-CREF Lifecycle Index 2035 Inst in their Schedule of Assets, totaling $20.4M 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 | NEWTON HEALTHCARE CORPORATION NEWTON HEALTHCARE CORPORATION 401K RETIREMENT PLAN | NEWTON KS | 778 | $55.1M | $8.0M |
| 2 | COLLEGE FOR CREATIVE STUDIES COLLEGE FOR CREATIVE STUDIES 403(B) RETIREMENT PLAN | DETROIT MI | 616 | $50.2M | $4.0M |
| 3 | VISION PARTNERS LLC |
BOCA RATON FL |
| 681 |
| $50.9M |
| $3.8M |
| 4 | FOGELMAN PROPERTIES FOGELMAN PROPERTIES 401(K) PLAN | MEMPHIS TN | 611 | $23.0M | $2.3M |
| 5 | NEW DIRECTIONS YOUTH AND FAMILY SERVICES, INC. NEW DIRECTIONS YOUTH AND FAMILY SERVICES 401(K) PROFIT SHARING PLAN & TRUST | LOCKPORT NY | 465 | $15.7M | $1.2M |
| 6 | EUREKA REALTY PARTNERS INC DBA CRAIG REALTY GROUP CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 576 | $7.8M | $521K |
| 7 | THE CALVERT COUNTY DAY SCHOOL, INC CALVERTON SCHOOL 403(B) RETIREMENT PLAN | HUNTINGTOWN MD | 43 | $7.0M | $346K |
| 8 | NEXUS PHARMACEUTICALS, LLC NEXUS PHARMACEUTICALS, LLC 401(K) AND PROFIT SHARING PLAN | LINCOLNSHIRE IL | 94 | $12.3M | $316K |
| 9 | CYPRESS HCM INC. CYPRESS HCM INC 401(K) PROFIT SHARING PLAN AND TRUST | WALNUT CREEK CA | 286 | $8.6M | $69K |
