Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding TIAA Access Lifecycle 2025 Fund in their Schedule of Assets, totaling $741K 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 J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $340K |
| 2 | THE INTERNATIONAL SCHOOL OF SAN FRANCISCO THE INTERNATIONAL SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 135 | $47.1M | $128K |
| 3 | THE PRAIRIE SCHOOL |
RACINE WI |
| 121 |
| $32.4M |
| $92K |
| 4 | NORFOLK ACADEMY NORFOLK ACADEMY PRE-TAX SAVINGS AND RETIREMENT PLAN | NORFOLK VA | 258 | $61.1M | $84K |
| 5 | SHORE COUNTRY DAY SCHOOL SHORE COUNTRY DAY SCHOOL 403(B) DC PLAN | BEVERLY MA | 95 | $30.4M | $33K |
| 6 | JOSEPH KUSHNER HEBREW ACADEMY JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN | LIVINGSTON NJ | 130 | $26.0M | $27K |
| 7 | TRINITY CHRISTIAN SCHOOL OF FAIRFAX TRINITY CHRISTIAN SCHOOL OF FAIRFAX DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | FAIRFAX VA | 168 | $8.2M | $17K |
| 8 | LAGUNA BLANCA SCHOOL LAGUNA BLANCA SCHOOL DC RETIREMENT PLAN | SANTA BARBARA CA | 225 | $17.3M | $13K |
| 9 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES POSTDOCTORAL PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 100 | $2.0M | $7K |
