Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA Access Lifecycle 2035 Registered investment company in their Schedule of Assets, totaling $231K 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 | THE LOUISE S. MCGEHEE SCHOOL THE LOUISE S. MCGEHEE SCHOOL 403(B) TDA PLAN | NEW ORLEANS LA | 189 | $18.6M | $170K |
| 2 | ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC. HAGLEY MUSEUM & LIBRARY 403(B) PLAN | WILMINGTON DE | 88 | $20.8M | $22K |
| 3 | FACULTY-STUDENT ASSOCIATION OF STATE UNIVERSITY OF NEW YORK AT BUFFALO |
BUFFALO NY |
| 49 |
| $10.6M |
| $22K |
| 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 | $10K |
| 5 | SAINT URSULA ACADEMY OF CINCINNATI, INC. SAINT URSULA ACADEMY OF CINCINNATI, INC. 403(B) RETIREMENT PLAN | CINCINNATI OH | 91 | $16.7M | $5K |
| 6 | 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 | $2K |
