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 Index 2060 Instl in their Schedule of Assets, totaling $2.8M 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 | OCCIDENTAL COLLEGE OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN | LOS ANGELES CA | 734 | $320.8M | $843K |
| 2 | VISION PARTNERS LLC VISION PARTNERS LLC 401(K) PROFIT SHARING PLAN | BOCA RATON FL | 681 | $50.9M | $526K |
| 3 | UNIVERSITY OF ST. THOMAS UNIVERSITY OF ST. THOMAS 403(B) RETIREMENT PLAN |
HOUSTON TX |
| 1,190 |
| $70.6M |
| $456K |
| 4 | COMMUNITY ACCESS, INC. COMMUNITY ACCESS, INC. 403(B) RETIREMENT PLAN | NEW YORK NY | 295 | $12.7M | $398K |
| 5 | TECHFLOW, INC. TECHFLOW, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 80 | $13.7M | $314K |
| 6 | UNITED HERITAGE CREDIT UNION UNITED HERITAGE CREDIT UNION EMPLOYEES' 401K PLAN | AUSTIN TX | 208 | $10.9M | $218K |
