Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA Investments TIAA-CREF Lifecycle Index 2020 Fund in their Schedule of Assets, totaling $1.8M 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 | AERZEN USA CORP AERZEN USA CORP. 401(K) PROFIT SHARING PLAN | COATESVILLE PA | 226 | $17.8M | $1.3M |
| 2 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $376K |
| 3 | DATAVOX, INC. DATAVOX INC. 401(K) PROFIT SHARING PLAN & TRUST |
HOUSTON TX |
| 220 |
| $27.2M |
| $123K |
| 4 | CHALLENGER PERFORMANCE THE CHALLENGER 401(K) PLAN | PHILADELPHIA PA | 78 | $9.1M | $5K |
