Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding TIAA Lifecycle Funds Mutual funds in their Schedule of Assets, totaling $1.5M 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 | CENTER FOR SUSTAINABLE ENERGY CENTER FOR SUSTAINABLE ENERGY | SAN DIEGO CA | 240 | $15.5M | $1.3M |
| 2 | KEYS FAMILY DAY SCHOOL KEYS SCHOOL DC PLAN | PALO ALTO CA | 78 | $19.2M | $166K |