Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding TIAA Access Nuv LifCyc 2020 T4 in their Schedule of Assets, totaling $1.5M 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 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $285K |
| 2 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $251K |
| 3 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL |
PHILADELPHIA PA |
| 293 |
| $79.1M |
| $192K |
| 4 | JOHNSON C SMITH UNIVERSITY JOHNSON C. SMITH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLOTTE NC | 445 | $39.8M | $122K |
| 5 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $89K |
| 6 | FRIENDS ACADEMY FRIENDS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | LOCUST VALLEY NY | 194 | $65.0M | $76K |
| 7 | RIVERSIDE MILITARY ACADEMY, INC. RIVERSIDE MILITARY ACADEMY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | GAINESVILLE GA | 88 | $18.6M | $69K |
| 8 | UNIVERSITY OF HAWAII FOUNDATION UNIVERSITY OF HAWAII FOUNDATION 403(B) PLAN | HONOLULU HI | 114 | $34.9M | $68K |
| 9 | NATIONAL BLEEDING DISORDERS FOUNDATION NATIONAL BLEEDING DISORDERS FOUNDATION DC RETIREMENT PLAN | NEW YORK NY | 74 | $8.8M | $53K |
| 10 | DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND 403(B) RETIREMENT PLAN | PROVIDENCE RI | 96 | $3.1M | $47K |
