Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding TIAA Access Nuveen Lifecycle 2020 in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SEVERN SCHOOL, INC. SEVERN SCHOOL 403(B) RETIREMENT PLAN | SEVERNA PARK MD | 215 | $56.6M | $700K |
| 2 | THE BERKELEY CARROLL SCHOOL THE BERKELEY CARROLL SCHOOL RETIREMENT PLAN | BROOKLYN NY | 365 | $74.7M | $457K |
| 3 | AMERICAN SOCIETY FOR CLINICAL PATHOLOGY AMERICAN SOCIETY FOR CLINICAL PATHOLOGY 403(B) PLAN |
CHICAGO IL |
| 97 |
| $20.7M |
| $378K |
| 4 | AMERICAN SOCIETY FOR CLINICAL PATHOLOGY AMERICAN SOCIETY FOR CLINICAL PATHOLOGY PENSION PLAN | CHICAGO IL | 111 | $18.0M | $37K |
| 5 | FRENCH INTERNATIONAL SCHOOL FRENCH INTERNATIONAL SCHOOL 403(B) RETIREMENT PLAN | BETHESDA MD | 266 | $35.5M | $1K |
