Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding TIAA-Access Lifecycle 2020 in their Schedule of Assets, totaling $1.3M 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 | UNIVERSITY OF MARYLAND PHYSICIANS, P.A. UNIVERSITY OF MARYLAND PHYSICIANS, P.A. MONEY PURCHASE PENSION PLAN AND TRUST | BALTIMORE MD | 260 | $17.8M | $390K |
| 2 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A | MANASSAS VA | 710 | $64.8M | $246K |
| 3 | AMERICAN TYPE CULTURE COLLECTION |
MANASSAS VA |
| 709 |
| $70.8M |
| $223K |
| 4 | THE GREGORY SCHOOL THE GREGORY SCHOOL 403(B) RETIREMENT PLAN | TUCSON AZ | 81 | $11.1M | $114K |
| 5 | LAKELAND UNIVERSITY LAKELAND UNIVERSITY RETIREMENT PLAN 403(B) | PLYMOUTH WI | 323 | $55.0M | $87K |
| 6 | CARLOW UNIVERSITY CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN | PITTSBURGH PA | 369 | $56.1M | $60K |
| 7 | MOUNDS PARK ACADEMY MOUNDS PARK ACADEMY RETIREMENT PLAN | SAINT PAUL MN | 109 | $18.1M | $50K |
| 8 | FIRST PRESBYTERIAN DAY SCHOOL, INC FIRST PRESBYTERIAN DAY SCHOOL, INC. TAX DEFERRED ANNUITY PLAN | MACON GA | 141 | $12.4M | $37K |
| 9 | CHILDREN AND FAMILIES FIRST CHILDREN AND FAMILIES FIRST 401(A) MPP PLAN | GREENSBORO NC | 342 | $6.1M | $37K |
| 10 | CALUMET COLLEGE OF ST. JOSEPH CALUMET COLLEGE OF SAINT JOSEPH 403(B) DC PLAN | WHITING IN | 191 | $17.2M | $32K |