Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding TIAA Access Lifecycle 2025 " in their Schedule of Assets, totaling $1.9M 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 | AMERICAN TYPE CULTURE COLLECTION AMERICAN TYPE CULTURE COLLECTION DEFINED CONTRIBUTION RETIREMENT 401A | MANASSAS VA | 710 | $64.8M | $801K |
| 2 | CARLOW UNIVERSITY CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN | PITTSBURGH PA | 369 | $56.1M | $401K |
| 3 | MOUNDS PARK ACADEMY |
SAINT PAUL MN |
| 109 |
| $18.1M |
| $180K |
| 4 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE DC RETIREMENT PLAN | OWENSBORO KY | 133 | $10.2M | $144K |
| 5 | FIRST PRESBYTERIAN DAY SCHOOL, INC FIRST PRESBYTERIAN DAY SCHOOL, INC. TAX DEFERRED ANNUITY PLAN | MACON GA | 141 | $12.4M | $88K |
| 6 | CALUMET COLLEGE OF ST. JOSEPH CALUMET COLLEGE OF SAINT JOSEPH 403(B) DC PLAN | WHITING IN | 191 | $17.2M | $70K |
| 7 | CHILDREN AND FAMILIES FIRST CHILDREN AND FAMILIES FIRST 401(A) MPP PLAN | GREENSBORO NC | 342 | $6.1M | $57K |
| 8 | LAKELAND UNIVERSITY LAKELAND UNIVERSITY RETIREMENT PLAN 403(B) | PLYMOUTH WI | 323 | $55.0M | $49K |
| 9 | KENTUCKY WESLEYAN COLLEGE KENTUCKY WESLEYAN COLLEGE TDA PLAN | OWENSBORO KY | 81 | $8.7M | $43K |
| 10 | WORCESTER ART MUSEUM WORCESTER ART MUSEUM RETIREMENT PLAN | WORCESTER MA | 186 | $12.7M | $26K |
