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 2055 Fund in their Schedule of Assets, totaling $3.3M 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 | CHALLENGER PERFORMANCE THE CHALLENGER 401(K) PLAN | PHILADELPHIA PA | 78 | $9.1M | $1.6M |
| 2 | AERZEN USA CORP AERZEN USA CORP. 401(K) PROFIT SHARING PLAN | COATESVILLE PA | 226 | $17.8M | $1.0M |
| 3 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN |
DALLAS TX |
| 154 |
| $23.4M |
| $389K |
| 4 | DATAVOX, INC. DATAVOX INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 220 | $27.2M | $389K |
