Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding TIAA Access Nuv Lifecycle 2035 T4 in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE RIVERS SCHOOL CORPORATION THE RIVERS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WESTON MA | 205 | $62.9M | $547K |
| 2 | MONTREAT COLLEGE MONTREAT COLLEGE RETIREMENT PLAN | MONTREAT NC | 164 | $9.7M | $170K |
| 3 | SAGE RIDGE SCHOOL SAGE RIDGE SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
RENO NV |
| 48 |
| $6.2M |
| $105K |
| 4 | THE HEWITT SCHOOL HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 131 | $52.7M | $81K |
| 5 | VIEWPOINT EDUCATIONAL FOUNDATION VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN | CALABASAS CA | 278 | $75.1M | $61K |
| 6 | 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 | $56K |
| 7 | CATALYST INC. CATALYST INC. 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK NY | 76 | $23.9M | $36K |
| 8 | BLUMONT, INC. BLUMONT, INC. 403(B) DC PLAN | ARLINGTON VA | 77 | $35.2M | $15K |
| 9 | GRACE CHURCH SCHOOL GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 225 | $75.3M | $10K |
| 10 | UNIVERSITY OF MARYLAND PSYCHIATRY ASSOCIATES, P.A. UNIVERSITY OF MARYLAND PSYCHIATRY ASSOCIATES, P.A. MONEY PURCHASE PLAN AND TRUST | BALTIMORE MD | 57 | $3.0M | $2K |
