Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding TIAA Access Nuv LifCyc 2060 T4 in their Schedule of Assets, totaling $1.2M 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 | SHADY HILL SCHOOL CORPORATION SHADY HILL SCHOOL DC AND TDA RETIREMENT PLAN | CAMBRIDGE MA | 201 | $66.9M | $458K |
| 2 | STATEN ISLAND ACADEMY STATEN ISLAND ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | STATEN ISLAND NY | 105 | $26.0M | $186K |
| 3 | SHERIDAN SCHOOL, INC. |
WASHINGTON DC |
| 65 |
| $19.5M |
| $128K |
| 4 | NATIONAL BLEEDING DISORDERS FOUNDATION NATIONAL BLEEDING DISORDERS FOUNDATION DC RETIREMENT PLAN | NEW YORK NY | 74 | $8.8M | $98K |
| 5 | DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND 403(B) RETIREMENT PLAN | PROVIDENCE RI | 96 | $3.1M | $79K |
| 6 | WHITEFIELD ACADEMY WHITEFIELD ACADEMY 403(B) PLAN | MABLETON GA | 167 | $14.2M | $75K |
| 7 | THE EDISON INSTITUTE DBA THE HENRY FORD THE EDISON INSTITUTE 403(B) TDA PLAN | DEARBORN MI | 581 | $41.1M | $69K |
| 8 | RIVERSIDE MILITARY ACADEMY, INC. RIVERSIDE MILITARY ACADEMY, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | GAINESVILLE GA | 88 | $18.6M | $36K |
| 9 | INSTITUTE FOR SUPPLY MANAGEMENT, INC. THE INSTITUTE FOR SUPPLY MANAGEMENT, INC. TIAA-CREF RETIREMENT PLAN NO. 1 | TEMPE AZ | 56 | $17.1M | $10K |
| 10 | SCENIC HUDSON, INC SCENIC HUDSON, INC. 403(B) PLAN | POUGHKEEPSIE NY | 73 | $15.8M | $9K |
