Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA Access Lifecycle 2025 T4 Variable annuity in their Schedule of Assets, totaling $534K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAPE ABILITIES, INC. CAPE ABILITIES, INC. 403(B) DEFINED CONTRIBUTION/TAX SHELTERED ANNUITY PLAN | HYANNIS MA | 249 | $7.3M | $247K |
| 2 | CONNELLY SCHOOL OF THE HOLY CHILD CONNELLY SCHOOL OF THE HOLY CHILD 403(B) DC PLAN | POTOMAC MD | 100 | $12.3M | $139K |
| 3 | ST. JOHN'S COLLEGE HIGH SCHOOL |
WASHINGTON DC |
| 156 |
| $17.4M |
| $81K |
| 4 | WASHINGTON EPISCOPAL SCHOOL WASHINGTON EPISCOPAL SCHOOL TIAA-CREF RETIREMENT PLAN | BETHESDA MD | 93 | $22.7M | $52K |
| 5 | FLINT HILL SCHOOL FLINT HILL 403(B) DC AND TDA PLAN | OAKTON VA | 235 | $74.6M | $7K |
| 6 | CAPE COD ACADEMY CAPE COD ACADEMY DC RETIREMENT PLAN | OSTERVILLE MA | 47 | $13.8M | $7K |
