Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies * TIAA-CREF TIAA Access Lifecycle 2030 T4 in their Schedule of Assets, totaling $1.6M 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 | SANTA FE INSTITUTE SANTA FE INSTITUTE 403(B) RETIREMENT PLAN | SANTA FE NM | 77 | $12.3M | $1.6M |
