Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding TIAA Access Nuv LifCyc 2035 T2 in their Schedule of Assets, totaling $1.6M 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 | ATLANTA INTERNATIONAL SCHOOL ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN | ATLANTA GA | 277 | $43.3M | $906K |
| 2 | BUCKINGHAM BROWNE & NICHOLS SCHOOL BUCKINGHAM BROWNE & NICHOLS SCHOOL DC RETIREMENT PLAN | CAMBRIDGE MA | 358 | $142.1M | $432K |
| 3 | EXCELSIOR UNIVERSITY |
ALBANY NY |
| 900 |
| $64.2M |
| $145K |
| 4 | WARREN WILSON COLLEGE, INC. WARREN WILSON COLLEGE 403(B) DC PLAN | ASHEVILLE NC | 198 | $41.9M | $116K |
