Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding TIAA Access Lifecycle 2030 T4 in their Schedule of Assets, totaling $6.0M 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 | ARMY WEST POINT ATHLETIC ASSOCIATION ARMY WEST POINT ATHLETIC ASSOCIATION 403(B) DC PLAN | WEST POINT NY | 268 | $29.2M | $1.1M |
| 2 | FLORIDA INDEPENDENT COLLEGE FUND ICUF MULTIPLE EMPLOYER PLAN | TALLAHASSEE FL | 327 | $23.2M | $783K |
| 3 | TAMPA PREPARATORY SCHOOL, INC. |
TAMPA FL |
| 108 |
| $24.7M |
| $712K |
| 4 | ATHENS ACADEMY, INC TIAA-CREF ANNUITY PLAN FOR THE FACULTY AND THE ADMINISTRATION OF ATHENS ACADEMY | ATHENS GA | 194 | $25.6M | $550K |
| 5 | FRAUNHOFER USA FRAUNHOFER USA 403(B) PLAN | PLYMOUTH MI | 67 | $18.4M | $365K |
| 6 | TABOR COLLEGE, INC. TABOR COLLEGE RETIREMENT PLAN | HILLSBORO KS | 127 | $23.3M | $319K |
| 7 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 401(K) PLAN | LATHAM NY | 13,148 | $452.3M | $259K |
| 8 | GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEP ASSOC OF INDEPENDENT COLLEGES AND UNIVERSITIES OF OHIO MEP | COLUMBUS OH | 2,140 | $480.4M | $255K |
| 9 | ST. HILDA'S AND ST. HUGH'S SCHOOL TIAA-CREF DEFERRED COMPENSATION 403(B) PLAN FOR ST. HILDA'S AND ST. HUGH'S SCHOOL | NEW YORK NY | 55 | $25.8M | $227K |
| 10 | THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIES MICHIGAN INDEPENDENT COLLEGES AND UNIVERSITIES 403(B) MULTIPLE EMPLOYER PLAN | LANSING MI | 1,396 | $334.9M | $200K |
