Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding TIAA Access Nuv LifCyc 2055 T4 in their Schedule of Assets, totaling $2.3M 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 | $588K |
| 2 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $379K |
| 3 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN |
MABLETON GA |
| 167 |
| $14.2M |
| $276K |
| 4 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $266K |
| 5 | DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND 403(B) RETIREMENT PLAN | PROVIDENCE RI | 96 | $3.1M | $191K |
| 6 | NATIONAL BLEEDING DISORDERS FOUNDATION NATIONAL BLEEDING DISORDERS FOUNDATION DC RETIREMENT PLAN | NEW YORK NY | 74 | $8.8M | $171K |
| 7 | RIVERSIDE MILITARY ACADEMY, INC. RIVERSIDE MILITARY ACADEMY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | GAINESVILLE GA | 88 | $18.6M | $123K |
| 8 | SHERIDAN SCHOOL, INC. SHERIDAN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 65 | $19.5M | $68K |
| 9 | JOHNSON C SMITH UNIVERSITY JOHNSON C. SMITH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHARLOTTE NC | 445 | $39.8M | $55K |
| 10 | GLENELG COUNTRY SCHOOL GLENELG COUNTRY SCHOOL DC RETIREMENT PLAN | ELLICOTT CITY MD | 157 | $34.5M | $52K |
