Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding TIAA Access Lifecycle 2025 T4 Registered investment company in their Schedule of Assets, totaling $77K 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 | LAKEMARY CENTER, INC RETIREMENT PLAN LAKEMARY CENTER, INC 401(K) PLAN | PAOLA KS | 142 | $11.9M | $40K |
| 2 | BRENAU UNIVERSITY BRENAU UNIVERSITY 403(B) DEFINED CONTRIBUTION PLAN | GAINESVILLE GA | 369 | $67.5M | $20K |
| 3 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS |
UTICA NY |
| 1,653 |
| $66.4M |
| $18K |
