Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA Access Lifecycle 2025 Registered investment company in their Schedule of Assets, totaling $137K 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 | ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC. HAGLEY MUSEUM & LIBRARY 403(B) PLAN | WILMINGTON DE | 88 | $20.8M | $61K |
| 2 | THE LOUISE S. MCGEHEE SCHOOL THE LOUISE S. MCGEHEE SCHOOL 403(B) TDA PLAN | NEW ORLEANS LA | 189 | $18.6M | $58K |
| 3 | SAINT URSULA ACADEMY OF CINCINNATI, INC. |
CINCINNATI OH |
| 91 |
| $16.7M |
| $10K |
| 4 | FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO TAX DEFERRED ANNUITY PLAN OF FACULTY-STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC. | BUFFALO NY | 56 | $4.9M | $9K |
