Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding TIAA Access Lifecycle 2020 " in their Schedule of Assets, totaling $794K 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 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A | MANASSAS VA | 710 | $64.8M | $246K |
| 2 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION 403(B) PLAN | MANASSAS VA | 709 | $70.8M | $223K |
| 3 | LAKELAND UNIVERSITY |
PLYMOUTH WI |
| 323 |
| $55.0M |
| $87K |
| 4 | CARLOW UNIVERSITY CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN | PITTSBURGH PA | 369 | $56.1M | $60K |
| 5 | MOUNDS PARK ACADEMY MOUNDS PARK ACADEMY RETIREMENT PLAN | SAINT PAUL MN | 109 | $18.1M | $50K |
| 6 | FIRST PRESBYTERIAN DAY SCHOOL, INC FIRST PRESBYTERIAN DAY SCHOOL, INC. TAX DEFERRED ANNUITY PLAN | MACON GA | 141 | $12.4M | $37K |
| 7 | CHILDREN AND FAMILIES FIRST CHILDREN AND FAMILIES FIRST 401(A) MPP PLAN | GREENSBORO NC | 342 | $6.1M | $37K |
| 8 | CALUMET COLLEGE OF ST. JOSEPH CALUMET COLLEGE OF SAINT JOSEPH 403(B) DC PLAN | WHITING IN | 191 | $17.2M | $32K |
| 9 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN | OWENSBORO KY | 133 | $10.2M | $19K |
| 10 | WORCESTER ART MUSEUM WORCESTER ART MUSEUM RETIREMENT PLAN | WORCESTER MA | 186 | $12.7M | $2K |
