Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA Access Lifecycle 2020 Fund in their Schedule of Assets, totaling $459K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE INTERNATIONAL SCHOOL OF SAN FRANCISCO THE INTERNATIONAL SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 135 | $47.1M | $233K |
| 2 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $178K |
| 3 | JOSEPH KUSHNER HEBREW ACADEMY |
LIVINGSTON NJ |
| 130 |
| $26.0M |
| $34K |
| 4 | LAGUNA BLANCA SCHOOL LAGUNA BLANCA SCHOOL DC RETIREMENT PLAN | SANTA BARBARA CA | 225 | $17.3M | $7K |
| 5 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES POSTDOCTORAL PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 100 | $2.0M | $5K |
| 6 | TRINITY CHRISTIAN SCHOOL OF FAIRFAX TRINITY CHRISTIAN SCHOOL OF FAIRFAX DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | FAIRFAX VA | 168 | $8.2M | $2K |
