Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding TIAA-CREFF LIFESTYLE INDEX 2065 FUND INSTL Mutual Funds in their Schedule of Assets, totaling $37K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GOODWIN MANAGEMENT, INC. GOODWIN MANAGEMENT, INC. 401(K) PLAN | AUSTIN TX | 501 | $5.0M | $37K |
