Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding TIAA Access Lifecycle 2045 T4 Mutual fund in their Schedule of Assets, totaling $489K 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 | CONSORTIUM FOR WORKER EDUCATION, INC. CONSORTIUM FOR WORKER EDUCATION, INC. 401(A) DC PL | NEW YORK NY | 95 | $18.3M | $213K |
| 2 | TRUDEAU INSTITUTE, INC. TRUDEAU INSTITUTE RETIREMENT PLAN | SARANAC LAKE NY | 75 | $29.9M | $96K |
| 3 | AUXILIARY SERVICES, STATE UNIVERSITY COLLEGE AT OSWEGO, INC. |
OSWEGO NY |
| 56 |
| $11.2M |
| $59K |
| 4 | SCHENECTADY COMMUNITY ACTION PROGRAM, INC SCHENECTADY COMMUNITY ACTION PROGRAM, INC. 403(B) DC PLAN | SCHENECTADY NY | 113 | $4.7M | $54K |
| 5 | SHATTUCK-ST. MARY'S SCHOOL SHATTUCK-ST. MARY'S SCHOOL DC PLAN | FARIBAULT MN | 211 | $30.4M | $25K |
| 6 | SUN VALLEY COMMUNITY SCHOOL, INC. SUN VALLEY COMMUNITY SCHOOL, INC. 403(B) PLAN | SUN VALLEY ID | 144 | $28.2M | $19K |
| 7 | THE MARET SCHOOL MARET SCHOOL SECTION 403(B) RETIREMENT SAVINGS PLAN | WASHINGTON DC | 149 | $54.7M | $13K |
| 8 | UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. 401(A) DC PLAN | ALBANY NY | 27 | $9.1M | $9K |
