Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding TIAA Access Lifecycle 2050 Fund " 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $429K |
| 2 | THE PRAIRIE SCHOOL PRAIRIE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | RACINE WI | 121 | $32.4M | $277K |
| 3 | SHORE COUNTRY DAY SCHOOL |
BEVERLY MA |
| 95 |
| $30.4M |
| $187K |
| 4 | JOSEPH KUSHNER HEBREW ACADEMY JOSEPH KUSHNER HEBREW ACADEMY 403(B) DC PLAN | LIVINGSTON NJ | 130 | $26.0M | $126K |
| 5 | THE INTERNATIONAL SCHOOL OF SAN FRANCISCO THE INTERNATIONAL SCHOOL OF SAN FRANCISCO DC RETIREMENT PLAN | SAN FRANCISCO CA | 135 | $47.1M | $95K |
| 6 | NORFOLK ACADEMY NORFOLK ACADEMY PRE-TAX SAVINGS AND RETIREMENT PLAN | NORFOLK VA | 258 | $61.1M | $94K |
| 7 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $77K |
| 8 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES POSTDOCTORAL PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 100 | $2.0M | $61K |
| 9 | TRINITY CHRISTIAN SCHOOL OF FAIRFAX TRINITY CHRISTIAN SCHOOL OF FAIRFAX DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | FAIRFAX VA | 168 | $8.2M | $16K |
| 10 | LAGUNA BLANCA SCHOOL LAGUNA BLANCA SCHOOL DC RETIREMENT PLAN | SANTA BARBARA CA | 225 | $17.3M | $7K |