Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA Access Lifecycle 2030 Registered investment company in their Schedule of Assets, totaling $319K 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 | FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO RETIREMENT PLAN FOR HOURLY EMPLOYEES OF FACULTY- STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO, INC. | BUFFALO NY | 90 | $8.3M | $103K |
| 2 | THE LOUISE S. MCGEHEE SCHOOL THE LOUISE S. MCGEHEE SCHOOL 403(B) TDA PLAN | NEW ORLEANS LA | 189 | $18.6M | $95K |
| 3 |
WILMINGTON DE |
| 88 |
| $20.8M |
| $61K |
| 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 | $40K |
| 5 | SAINT URSULA ACADEMY OF CINCINNATI, INC. SAINT URSULA ACADEMY OF CINCINNATI, INC. 403(B) RETIREMENT PLAN | CINCINNATI OH | 91 | $16.7M | $20K |
