Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA Access Nuv LifCyc 2030 T4 Registered investment company in their Schedule of Assets, totaling $1.7M 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 | OREGON PUBLIC BROADCASTING OREGON PUBLIC BROADCASTING DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 218 | $51.2M | $525K |
| 2 | KAI MING, INC. KAI MING, INC. 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | SAN FRANCISCO CA | 170 | $21.6M | $308K |
| 3 | AMERICAN CONSERVATORY THEATER |
SAN FRANCISCO CA |
| 63 |
| $8.1M |
| $264K |
| 4 | GEORGIA INDEPENDENT COLLEGE ASSOCIATION, INC GICA MULTIPLE EMPLOYER PLAN | ATLANTA GA | 821 | $90.8M | $248K |
| 5 | AMERICAN SOCIETY OF HEMATOLOGY AMERICAN SOCIETY OF HEMATOLOGY 403(B) PLAN | WASHINGTON DC | 149 | $54.0M | $217K |
| 6 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN | KEUKA PARK NY | 193 | $43.9M | $182K |
| 7 | NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS NAFSA ASSOCIATION OF INTERNATIONAL EDUCATORS 403B PLAN | WASHINGTON DC | 71 | $26.5M | $2K |
