Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding TIAA Access Nuv LifCyc 2025 T4 Variable annuity contract in their Schedule of Assets, totaling $472K 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 | CREATIVE CENTER OF LOS ALTOS PINEWOOD-OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | LOS ALTOS CA | 208 | $41.5M | $151K |
| 2 | THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN | SAN FRANCISCO CA | 113 | $37.3M | $106K |
| 3 | COLORADO CHRISTIAN UNIVERSITY COLORADO CHRISTIAN UNIVERSITY 403(B) RETIREMENT PLAN |
LAKEWOOD CO |
| 1,160 |
| $46.9M |
| $94K |
| 4 | THE PECK SCHOOL PECK SCHOOL RETIREMENT PLAN | MORRISTOWN NJ | 99 | $40.6M | $83K |
| 5 | CRYSTAL SPRINGS UPLANDS SCHOOL CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HILLSBOROUGH CA | 163 | $49.0M | $28K |
| 6 | INSTITUTE FOR THE FUTURE INSTITUTE FOR THE FUTURE DC PLAN | PALO ALTO CA | 35 | $27.8M | $10K |