Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding TIAA Access Nuv LifCyc 2030 T4 in their Schedule of Assets, totaling $8.5M 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 | THE EDISON INSTITUTE DBA THE HENRY FORD THE EDISON INSTITUTE 403(B) TDA PLAN | DEARBORN MI | 581 | $41.1M | $2.1M |
| 2 | MUSEUM OF CONTEMPORARY ART MUSEUM OF CONTEMPORARY ART 403(B) TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 144 | $10.1M | $1.8M |
| 3 | SHADY HILL SCHOOL CORPORATION |
CAMBRIDGE MA |
| 201 |
| $66.9M |
| $1.3M |
| 4 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $882K |
| 5 | RUSSELL SAGE FOUNDATION RUSSELL SAGE FOUNDATION DC RETIREMENT PLAN | NEW YORK NY | 37 | $50.7M | $482K |
| 6 | INSTITUTE FOR SUPPLY MANAGEMENT, INC. THE INSTITUTE FOR SUPPLY MANAGEMENT, INC. TIAA-CREF RETIREMENT PLAN NO. 1 | TEMPE AZ | 56 | $17.1M | $350K |
| 7 | PORTLEDGE SCHOOL PORTLEDGE SCHOOL RETIREMENT PLAN RA | LOCUST VALLEY NY | 129 | $38.1M | $243K |
| 8 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $239K |
| 9 | RIVERSIDE MILITARY ACADEMY, INC. RIVERSIDE MILITARY ACADEMY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | GAINESVILLE GA | 88 | $18.6M | $184K |
| 10 | INSTITUTE FOR SUPPLY MANAGEMENT INSTITUTE FOR SUPPLY MANAGEMENT 403(B) TDA PLAN | TEMPE AZ | 57 | $13.1M | $158K |
