Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding TIAA Access Lifecycle 2050 T4 " in their Schedule of Assets, totaling $4.3M 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 | WINGATE UNIVERSITY WINGATE UNIVERSITY RETIREMENT PLAN | WINGATE NC | 503 | $97.0M | $605K |
| 2 | WESTSIDE SCHOOL WESTSIDE SCHOOL 403(B) DC PLAN | SEATTLE WA | 90 | $4.6M | $503K |
| 3 | NYSARC, INC. THE ARC NEW YORK AFFILIATED EMPLOYERS 401(K) PLAN |
LATHAM NY |
| 13,148 |
| $452.3M |
| $452K |
| 4 | 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 | $400K |
| 5 | WXXI PUBLIC BROADCASTING COUNCIL TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF WXXI PUBLIC BROADCASTING COUNCIL | ROCHESTER NY | 95 | $25.4M | $310K |
| 6 | ATHENS ACADEMY, INC TIAA-CREF ANNUITY PLAN FOR THE FACULTY AND THE ADMINISTRATION OF ATHENS ACADEMY | ATHENS GA | 194 | $25.6M | $252K |
| 7 | 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 | $200K |
| 8 | J.B. SPEED ART MUSEUM J.B. SPEED ART MUSEUM DC PLAN | LOUISVILLE KY | 75 | $3.9M | $188K |
| 9 | WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE WESTERN MICHIGAN UNIVERSITY HOMER STRYKER M.D. SCHOOL OF MEDICINE 403(B) PLAN | KALAMAZOO MI | 488 | $49.4M | $158K |
| 10 | WALDEN SCHOOL OF CALIFORNIA WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN | PASADENA CA | 53 | $4.3M | $156K |
