Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding TIAA Access Nuv LifCyc 2035 T4 in their Schedule of Assets, totaling $5.2M 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 | $1.4M |
| 2 | NATIONAL BLEEDING DISORDERS FOUNDATION NATIONAL BLEEDING DISORDERS FOUNDATION DC RETIREMENT PLAN | NEW YORK NY | 74 | $8.8M | $625K |
| 3 | INSTITUTE FOR SUPPLY MANAGEMENT, INC. |
TEMPE AZ |
| 56 |
| $17.1M |
| $359K |
| 4 | SADDLE RIVER DAY SCHOOL, INC. SADDLE RIVER DAY SCHOOL DC AND TDA RETIREMENT PLAN | SADDLE RIVER NJ | 87 | $17.9M | $292K |
| 5 | JOHNSON C SMITH UNIVERSITY JOHNSON C. SMITH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLOTTE NC | 445 | $39.8M | $284K |
| 6 | WILLIAM PENN CHARTER SCHOOL OVERSEERS OF THE PUBLIC SCHOOL WILLIAM PENN CHARTER SCHOOL DEFINED CONTRIBUTION PLAN | PHILADELPHIA PA | 293 | $79.1M | $276K |
| 7 | DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD NJ | 241 | $90.2M | $253K |
| 8 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $226K |
| 9 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $216K |
| 10 | RIVERSIDE MILITARY ACADEMY, INC. RIVERSIDE MILITARY ACADEMY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | GAINESVILLE GA | 88 | $18.6M | $208K |
