Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA Investments TIAA-CREF Lifecycle Index 2025 Fund in their Schedule of Assets, totaling $6.7M 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 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $5.8M |
| 2 | AERZEN USA CORP AERZEN USA CORP. 401(K) PROFIT SHARING PLAN | COATESVILLE PA | 226 | $17.8M | $939K |
| 3 | CHALLENGER PERFORMANCE THE CHALLENGER 401(K) PLAN |
PHILADELPHIA PA |
| 78 |
| $9.1M |
| $16K |
