Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA Access Lifecycle 2030 T4 Variable annuity in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | $567K |
| 2 | ST. JOHN'S COLLEGE HIGH SCHOOL ST. JOHN'S COLLEGE HIGH SCHOOL 403(B) RETIREMENT PLAN | WASHINGTON DC | 156 | $17.4M | $418K |
| 3 | CONNELLY SCHOOL OF THE HOLY CHILD |
POTOMAC MD |
| 100 |
| $12.3M |
| $150K |
| 4 | CAPE COD ACADEMY CAPE COD ACADEMY DC RETIREMENT PLAN | OSTERVILLE MA | 47 | $13.8M | $134K |
| 5 | FLINT HILL SCHOOL FLINT HILL 403(B) DC AND TDA PLAN | OAKTON VA | 235 | $74.6M | $112K |
| 6 | UNITY HOUSE OF TROY, INC. UNITY HOUSE OF TROY, INC. 403B DC PLAN AND TDA PLAN | TROY NY | 253 | $26.7M | $57K |
