Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding TIAA Access Lifecycle 2060 T4 in their Schedule of Assets, totaling $949K 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 | ATHENS ACADEMY, INC TIAA-CREF ANNUITY PLAN FOR THE FACULTY AND THE ADMINISTRATION OF ATHENS ACADEMY | ATHENS GA | 194 | $25.6M | $363K |
| 2 | WALDEN SCHOOL OF CALIFORNIA WALDEN SCHOOL OF CALIFORNIA 403(B) DC PLAN | PASADENA CA | 53 | $4.3M | $106K |
| 3 | CHILD CARE AWARE OF AMERICA |
ARLINGTON VA |
| 127 |
| $13.7M |
| $94K |
| 4 | J.B. SPEED ART MUSEUM J.B. SPEED ART MUSEUM DC PLAN | LOUISVILLE KY | 75 | $3.9M | $84K |
| 5 | ARMY WEST POINT ATHLETIC ASSOCIATION ARMY WEST POINT ATHLETIC ASSOCIATION 403(B) DC PLAN | WEST POINT NY | 268 | $29.2M | $66K |
| 6 | 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 | $64K |
| 7 | NATIONAL CENTER FOR FAMILIES LEARNING, INC. NATIONAL CENTER FOR FAMILIES LEARNING, INC. RETIREMENT PLAN | LOUISVILLE KY | 61 | $6.3M | $52K |
| 8 | WESTSIDE SCHOOL WESTSIDE SCHOOL 403(B) DC PLAN | SEATTLE WA | 90 | $4.6M | $50K |
| 9 | BERWICK ACADEMY BERWICK ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | SOUTH BERWICK ME | 216 | $33.7M | $37K |
| 10 | FRAUNHOFER USA FRAUNHOFER USA 403(B) PLAN | PLYMOUTH MI | 67 | $18.4M | $11K |
