Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding TIAA Access Nuv Lifecycle 2020 T4 in their Schedule of Assets, totaling $294K 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 | NATIONAL CAUCUS AND CENTER ON AGING INC NATIONAL CAUCUS AND CENTER ON BLACK AGING INC 401A DC PLAN | WASHINGTON DC | 63 | $5.1M | $123K |
| 2 | THE GORDON SCHOOL THE GORDON SCHOOL 403(B) RETIREMENT PLAN | EAST PROVIDENCE RI | 83 | $22.8M | $64K |
| 3 | MONTREAT COLLEGE MONTREAT COLLEGE RETIREMENT PLAN |
MONTREAT NC |
| 164 |
| $9.7M |
| $45K |
| 4 | BLUMONT, INC. BLUMONT, INC. 403(B) DC PLAN | ARLINGTON VA | 77 | $35.2M | $34K |
| 5 | ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL ELSIE WHITLOW STOKES COMMUNITY FREEDOM PUBLIC CHARTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 201 | $3.8M | $14K |
| 6 | THE RIVERS SCHOOL CORPORATION THE RIVERS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WESTON MA | 205 | $62.9M | $11K |
| 7 | GRACE CHURCH SCHOOL GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 225 | $75.3M | $3K |
