Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA Access Inflation-Linked Bond in their Schedule of Assets, totaling $193K 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 | LAKELAND UNIVERSITY LAKELAND UNIVERSITY RETIREMENT PLAN 403(B) | PLYMOUTH WI | 323 | $55.0M | $169K |
| 2 | CARLOW UNIVERSITY CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN | PITTSBURGH PA | 369 | $56.1M | $21K |
| 3 | CHICAGO PUBLIC MEDIA, INC. THE CHICAGO PUBLIC MEDIA, INC. TAX-DEFERRED ANNUITY (TDA) PLAN |
CHICAGO IL |
| 136 |
| $27.4M |
| $3K |
| 4 | FIRST PRESBYTERIAN DAY SCHOOL, INC FIRST PRESBYTERIAN DAY SCHOOL, INC. TAX DEFERRED ANNUITY PLAN | MACON GA | 141 | $12.4M | $330 |
