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 2050 T4 in their Schedule of Assets, totaling $1.4M 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 HEWITT SCHOOL HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 131 | $52.7M | $512K |
| 2 | MONTREAT COLLEGE MONTREAT COLLEGE RETIREMENT PLAN | MONTREAT NC | 164 | $9.7M | $296K |
| 3 | ST. HILDA'S AND ST. HUGH'S SCHOOL ST. HILDA'S AND ST. HUGH'S SCHOOL 403(B)PLAN |
NEW YORK NY |
| 59 |
| $28.3M |
| $186K |
| 4 | 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 | $177K |
| 5 | BLUMONT, INC. BLUMONT, INC. 403(B) DC PLAN | ARLINGTON VA | 77 | $35.2M | $58K |
| 6 | THE RIVERS SCHOOL CORPORATION THE RIVERS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WESTON MA | 205 | $62.9M | $49K |
| 7 | CENTER FOR RESPONSIVE SCHOOLS, INC. CENTER FOR RESPONSIVE SCHOOLS, INC. 403(B) PLAN | TURNERS FALLS MA | 72 | $7.4M | $33K |
| 8 | UNIVERSITY OF MARYLAND PSYCHIATRY ASSOCIATES, P.A. UNIVERSITY OF MARYLAND PSYCHIATRY ASSOCIATES, P.A. MONEY PURCHASE PLAN AND TRUST | BALTIMORE MD | 57 | $3.0M | $25K |
| 9 | CHILDRENS LITERACY INITIATIVE CHILDREN'S LITERACY INITIATIVE DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY PLANS | PHILADELPHIA PA | 76 | $8.5M | $25K |
| 10 | GRACE CHURCH SCHOOL GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK NY | 225 | $75.3M | $18K |
